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 LLC6 years Filed as: PARK CAPITAL MANAGEMENT Service code 99 · EIN 27-0974719 740 REGENT ST, STE 400 · MADISON, WI 53715 | Other Fees | $62,687 |
PEAK RETIREMENT GROUP2 years Service code 13 · EIN 81-0831793 PO BOX 45828 · MADISON, WI 53744 | Contract Administrator | $15,899 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,469 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 28 · EIN 71-0294708 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,831 | $132,049+49.8% | $200,582-1.4% | $74,304+166.2% |
| Participation rate | 98.3% | 84.1%+14.2pp | 86.9%+11.4pp | 60.3%+37.9pp |
| Annual return | 13.12% | 22.22%-9.1pp | 42.33%-29.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $6,810 | $4,558+49.4% | $6,419+6.1% | $2,241+203.9% |
| Participant deferral / active EE | $10,209 | $7,213+41.5% | $9,331+9.4% | $3,767+171.0% |
| Admin fee / account holder | $68 | $2,405-97.2% | $16,305-99.6% | $2,969-97.7% |