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 BANK7+ years Service code 12 · EIN 39-0734270 | Recordkeeping and information managem... | $3,610 |
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 | $23,310 | $95,416-75.6% | $185,823-87.5% | $85,850-72.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.44% | 23.59%-12.1pp | 122.05%-110.6pp | 318.53%-307.1pp |
| Employer contribution / active EE | $2,922 | $3,314-11.8% | $5,167-43.4% | $2,565+13.9% |
| Participant deferral / active EE | $3,103 | $3,423-9.4% | $5,568-44.3% | $3,952-21.5% |
| Admin fee / account holder | $13 | $7,213-99.8% | $16,237-99.9% | $6,260-99.8% |