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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $108,917 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $49,806 |
WHN INVESTOR SERVICES2+ years Service code 27 · EIN 39-1382973 | Advisory (Plan) | $28,000 |
UNION INSURANCE GROUP1 year Service code 23 · EIN 36-4226088 | Insurance services | $16,738 |
Filed as: WISCONSIN ELECTRICAL EMPLOYEES BENE Service code 10 · EIN 39-1651543 | Accounting | $14,694 |
BAUMAN ASSOCIATES2+ years Service code 10 · EIN 39-1277627 | Accounting | $14,365 |
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 | $151,958 | $57,921+162.4% | $84,750+79.3% | $57,658+163.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.42% | 10.24%-4.8pp | 22.78%-17.4pp | 5.13%+0.3pp |
| Employer contribution / active EE | $9,438 | $2,598+263.2% | $3,574+164.1% | $1,974+378.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $344 | $130+165.2% | $5,332-93.6% | $95+263.8% |