See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RIDGEWORTH1 year Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $241,060 |
KOVITZ INVESTMENT GROUP2 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $138,954 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $122,296 |
MADISON INVESTMENT ADVISORS6+ years Service code 28 · EIN 39-1194160 | Investment Management | $115,754 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $93,585 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $25,110 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $23,975 |
ISTHMUS PARTNERS, LLC1 year Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $9,007 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $307,128 | $100,801+204.7% | $149,696+105.2% | $73,409+318.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 18.23% | 265.34%-247.1pp | 276.60%-258.4pp | 59.29%-41.1pp |
| Employer contribution / active EE | $19,010 | $3,312+474.0% | $4,644+309.3% | $2,234+751.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1,749 | $181+867.3% | $9,309-81.2% | $158+1007.7% |