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 BANK9+ years Service code 25 151 E SAINT PAUL AVE · WAUKESHA, WI 531883701 | Directed Trustee | $2,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,754 | $61,272-43.3% | $149,673-76.8% | $71,457-51.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.91% | 35.85%-18.9pp | 134.42%-117.5pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,236 | $2,378+36.0% | $4,818-32.8% | $2,588+25.0% |
| Participant deferral / active EE | $3,130 | $2,917+7.3% | $5,680-44.9% | $4,289-27.0% |
| Admin fee / account holder | $20 | $1,261-98.4% | $13,210-99.8% | $1,587-98.7% |