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 |
|---|---|---|
OLSEN THIELEN & CO., LTD.4 years Filed as: OLSON THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $12,500 |
WIPFLI LLP4 years Service code 15 · EIN 39-0758449 | Recordkeeping | $7,750 |
BANKVALUE ADVISORY SERVICES9+ years Service code 16 1650 W 82ND ST · BLOOMINGTON, MN 55431 | Consulting | $5,200 |
HOFMEISTER INSURANCE1 year Service code 23 PO BOX 428 · HILLSBORO, WI 54634 | Insurance services | $5,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,306 | $130,194-38.3% | $169,993-52.8% | $71,457+12.4% |
| Participation rate | 94.4% | 86.1%+8.3pp | 87.0%+7.4pp | 67.9%+26.5pp |
| Annual return | 10.82% | 20.37%-9.5pp | 53.37%-42.5pp | 28.85%-18.0pp |
| Employer contribution / active EE | $2,542 | $4,381-42.0% | $6,785-62.5% | $2,588-1.8% |
| Participant deferral / active EE | $2,677 | $6,923-61.3% | $10,408-74.3% | $4,289-37.6% |
| Admin fee / account holder | $177 | $966-81.6% | $12,815-98.6% | $1,587-88.8% |