See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ANNEX WEALTH MANAGEMENT LLC2 years Service code 27 12700 W BLUEMOUND RD · ELM GROVE, WI 53122 | Advisory (Plan) | $21,873 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 13 W6180 AEROTECH DR · APPLETON, WI 54914 | Contract Administrator | $12,806 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,090 | $79,171-39.3% | $102,423-53.0% | $74,495-35.4% |
| Participation rate | 95.4% | 74.8%+20.6pp | 76.5%+18.9pp | 67.2%+28.2pp |
| Annual return | 11.24% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,088 | $2,362-11.6% | $3,023-30.9% | $2,623-20.4% |
| Participant deferral / active EE | $5,895 | $4,415+33.5% | $5,053+16.7% | $4,346+35.7% |
| Admin fee / account holder | $204 | $2,001-89.8% | $9,451-97.8% | $1,942-89.5% |