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 BANK8+ years Service code 12 · EIN 39-0734270 | Claims processing; Custodial (securit... | $2,970 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,875 | $65,061-71.0% | $143,757-86.9% | $66,914-71.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -12.68% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $2,694 | $2,361+14.1% | $4,951-45.6% | $2,544+5.9% |
| Participant deferral / active EE | $2,605 | $2,919-10.8% | $5,637-53.8% | $4,237-38.5% |
| Admin fee / account holder | $9 | $502-98.1% | $14,673-99.9% | $593-98.4% |