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 |
|---|---|---|
AMP WEALTH MANAGMENT7+ years Service code 28 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Investment Management | $75,413 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $21,840 |
DUNBAR, BENDER & ZAPF, INC.7+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $18,075 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 11.39% | 9.72%+1.7pp | 10.75%+0.6pp | 13.24%-1.8pp |
| Employer contribution / active EE | $4,747 | $10,988-56.8% | $35,162-86.5% | $14,616-67.5% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |