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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 26 20975 SWENSON DRIVE, SUITE 300 · WAUKESHA, WI 53186 | Advisory (Participants) | $31,424 |
PENSION INC.6 years Service code 13 · EIN 39-1955089 1980 COMMERCIAL WAY · GREEN BAY, WI 54311 | Contract Administrator | $25,489 |
AVAII WEALTH MANAGEMENT5 years Service code 26 158 E NORTHLAND AVE · APPLETON, WI 54911 | Advisory (Participants) | $21,876 |
Filed as: NORTH STAR ASSET MANAGEMENT Service code 26 134 E WISCONSIN AVE · NEENAH, WI 54956 | Advisory (Participants) | $8,933 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSEN ALLEN Service code 26 220 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $8,921 |
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 | $138,014 | $61,272+125.3% | $149,673-7.8% | $71,457+93.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.08% | 35.85%-15.8pp | 134.42%-114.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $5,977 | $2,378+151.3% | $4,818+24.1% | $2,588+131.0% |
| Participant deferral / active EE | $6,213 | $2,917+113.0% | $5,680+9.4% | $4,289+44.9% |
| Admin fee / account holder | $530 | $1,261-58.0% | $13,210-96.0% | $1,587-66.6% |