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 |
|---|---|---|
WAUKESHA STATE BANK5+ years Service code 12 · EIN 39-0734270 | Direct payment from the plan; Trustee... | $4,240 |
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 | $21,301 | $52,953-59.8% | $172,739-87.7% | $65,185-67.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.07% | 30.12%-11.1pp | 802.84%-783.8pp | 29.38%-10.3pp |
| Employer contribution / active EE | $2,407 | $2,190+9.9% | $5,143-53.2% | $2,177+10.6% |
| Participant deferral / active EE | $2,401 | $2,471-2.8% | $5,198-53.8% | $3,514-31.7% |
| Admin fee / account holder | $17 | $472-96.4% | $13,954-99.9% | $847-98.0% |