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 |
|---|---|---|
Service code 27 111 E KILBOURN AVE STE 1600 · MILWAUKEE, WI 53202 | Advisory (Plan) | $33,630 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,558 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,525 | $54,350+429.0% | $82,719+247.6% | $68,494+319.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -9.24% | -13.67%+4.4pp | 701.18%-710.4pp | -7.84%-1.4pp |
| Employer contribution / active EE | $17,571 | $2,218+692.2% | $3,009+484.0% | $2,596+576.8% |
| Participant deferral / active EE | $4,075 | $3,246+25.5% | $4,395-7.3% | $4,027+1.2% |
| Admin fee / account holder | $407 | $4,395-90.7% | $5,329-92.4% | $5,403-92.5% |