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 |
|---|---|---|
RIDGEWORTH3 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $261,279 |
KOVITZ INVESTMENT GROUP4 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $165,139 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $131,616 |
MADISON INVESTMENT ADVISORS8+ years Service code 28 · EIN 39-1194160 | Investment Management | $120,498 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $104,638 |
ISTHMUS PARTNERS, LLC3 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $32,953 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 19 8020 EXCELSIOR DRIVE, SUITE 400 · MADISON, WI 537171998 | Securities Custodian | $28,855 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 39-0859910 | Accounting | $28,356 |
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 | $265,601 | $82,202+223.1% | $125,339+111.9% | $64,808+309.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -17.56% | 3.48%-21.0pp | 572.05%-589.6pp | 32.82%-50.4pp |
| Employer contribution / active EE | $25,077 | $3,615+593.6% | $4,814+421.0% | $2,506+900.8% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $1,699 | $163+940.7% | $10,010-83.0% | $188+804.6% |