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 |
|---|---|---|
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,579 |
Filed as: FIRST BUSINESS BANK Service code 27 401 CHARMANY DR · MADISON, WI 53719 | Advisory (Plan) | $8,483 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,843 | $80,724-79.1% | $103,333-83.7% | $74,495-77.4% |
| Participation rate | 94.8% | 65.7%+29.1pp | 74.5%+20.3pp | 67.2%+27.6pp |
| Annual return | 13.90% | 27.56%-13.7pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,370 | $3,157-56.6% | $3,868-64.6% | $2,623-47.8% |
| Participant deferral / active EE | $4,216 | $3,860+9.2% | $5,057-16.6% | $4,346-3.0% |
| Admin fee / account holder | $118 | $2,368-95.0% | $8,355-98.6% | $1,942-93.9% |