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 |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $193,097 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $49,599 |
WHN INVESTOR SERVICES1+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $28,000 |
ULLICO1+ years Filed as: WISCONSIN UNION LABOR AGENCY, INC Service code 23 · EIN 39-1165588 | Insurance services | $16,376 |
BAUMAN ASSOCIATES1+ years Service code 10 · EIN 39-1277627 | Accounting | $15,230 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,042 | $50,498+197.1% | $75,781+98.0% | $55,191+171.9% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.20% | 1.80%-1.6pp | 9.68%-9.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $9,237 | $2,291+303.2% | $3,323+177.9% | $1,899+386.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $379 | $123+208.3% | $5,299-92.8% | $91+317.9% |