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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: BMO RETIREMENT SERVICES Service code 26 · EIN 39-1186267 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $136,632 |
Filed as: ALPHA INVESTMENT GROUP Service code 27 · EIN 39-1859759 111 EAST KILBOURN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,334 |
Filed as: ONE AMERICA Service code 26 · EIN 46-5378846 11270 W PARK PLACE · MILWAUKEE, WI 53224 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,780 | $72,770+49.5% | $67,652+60.8% | $55,191+97.1% |
| Participation rate | 97.9% | 78.8%+19.1pp | 75.7%+22.2pp | 69.2%+28.7pp |
| Annual return | -1.20% | -3.26%+2.1pp | 6625.04%-6626.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $5,138 | $1,769+190.4% | $2,266+126.8% | $1,899+170.6% |
| Participant deferral / active EE | $5,896 | $3,408+73.0% | $3,560+65.6% | $3,046+93.5% |
| Admin fee / account holder | $235 | $79+197.7% | $4,821-95.1% | $91+158.5% |