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 |
|---|---|---|
Service code 10 · EIN 39-0843014 627 ELM STREET · WEST BEND, WI 53095 | Accounting | $10,995 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Service code 13 6737 W. WASHINGTON, SUITE 1105 · MILWAUKEE, WI 53214 | Contract Administrator | $5,211 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $519 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: B.C. ZIEGLER AND COMPANY Service code 55 1700 S. SILVERBROOK DR -STE 200 · WEST BEND, WI 530954685 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,274 | $84,233-46.3% | $170,442-73.4% | $70,131-35.4% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 13.10% | 23.06%-10.0pp | 205.93%-192.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $958 | $3,387-71.7% | $5,433-82.4% | $2,342-59.1% |
| Participant deferral / active EE | $1,908 | $3,086-38.2% | $4,939-61.4% | $3,332-42.7% |
| Admin fee / account holder | $90 | $5,698-98.4% | $13,880-99.4% | $4,645-98.1% |