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 |
|---|---|---|
RIDGEWORTH6 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $305,687 |
KOVITZ INVESTMENT GROUP7 years Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 28 115 SOUTH LASALLE STREET 27TH FLOOR · CHICAGO, IL 60603 | Investment Management | $209,809 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 19 · EIN 93-1799133 | Securities Custodian | $182,422 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 28 1221 JOHN Q. HAMMONS DRIVE · MADISON, WI 53717 | Investment Management | $151,972 |
MADISON INVESTMENT ADVISORS11+ years Service code 28 · EIN 39-1194160 | Investment Management | $148,566 |
ISTHMUS PARTNERS, LLC6 years Service code 27 ONE PINCKNEY STREET, SUITE 818 · MADISON, WI 53703 | Advisory (Plan) | $102,356 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO., INCORPORATED Service code 19 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 532025391 | Securities Custodian | $46,933 |
BAKER TILLY US, LLP6 years Service code 10 · EIN 30-1413443 | Accounting | $33,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $349,060 | $119,446+192.2% | $150,045+132.6% | $85,563+308.0% |
| Participation rate | 99.8% | 75.4%+24.4pp | 82.3%+17.5pp | 66.0%+33.8pp |
| Annual return | 4.87% | 23.72%-18.9pp | 62.55%-57.7pp | 31.51%-26.6pp |
| Employer contribution / active EE | $31,815 | $4,078+680.1% | $4,693+577.9% | $2,654+1099.0% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $2,083 | $548+280.4% | $13,435-84.5% | $834+149.7% |