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 |
|---|---|---|
ASSOCIATED TRUST COMPANY2 years Service code 27 PO BOX 12800 · GREEN BAY, WI 543072800 | Advisory (Plan) | $42,196 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,982 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,684 | $64,119+141.2% | $112,228+37.8% | $66,914+131.2% |
| Participation rate | 86.4% | 68.5%+17.9pp | 75.1%+11.3pp | 69.8%+16.6pp |
| Annual return | -16.50% | -13.81%-2.7pp | 27.45%-43.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,686 | $3,005-10.6% | $3,635-26.1% | $2,544+5.6% |
| Participant deferral / active EE | $7,301 | $3,693+97.7% | $4,728+54.4% | $4,237+72.3% |
| Admin fee / account holder | $480 | $625-23.3% | $6,410-92.5% | $593-19.1% |