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 BANK10+ years Service code 27 151 E SAINT PAUL AVE · WAUKESHA, WI 531883701 | Advisory (Plan) | $23,556 |
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 | $42,626 | $55,415-23.1% | $155,509-72.6% | $74,495-42.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.24% | 268.50%-257.3pp | 64.67%-53.4pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,948 | $2,267+30.0% | $4,672-36.9% | $2,623+12.4% |
| Participant deferral / active EE | $2,998 | $2,836+5.7% | $5,626-46.7% | $4,346-31.0% |
| Admin fee / account holder | $114 | $1,738-93.4% | $15,912-99.3% | $1,942-94.1% |