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 |
|---|---|---|
PARK CAPITAL MANAGEMENT LLC5 years Filed as: PARK CAPITAL MANAGEMENT Service code 99 · EIN 27-0974719 740 REGENT ST, STE 400 · MADISON, WI 53715 | Other Fees | $61,419 |
PEAK RETIREMENT GROUP1 year Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $16,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,436 | $122,239+70.5% | $184,203+13.2% | $74,495+179.8% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 14.76% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $6,179 | $4,537+36.2% | $6,427-3.9% | $2,623+135.6% |
| Participant deferral / active EE | $9,811 | $7,139+37.4% | $9,131+7.4% | $4,346+125.8% |
| Admin fee / account holder | $66 | $1,260-94.7% | $13,901-99.5% | $1,942-96.6% |