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 MANAGMENT11+ years Service code 21 421 E. SILVER SPRING DR., STE. 3 · WHITEFISH BAY, WI 53217 | Bank Trustee | $184,158 |
CLIFTONLARSONALLEN LLP11+ years Service code 28 · EIN 41-0746749 | Investment Management | $35,175 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK FIVE NINE Service code 10 155 WEST WISCONSIN AVENUE · OCONOMOWOC, WI 53066 | Accounting | $30,672 |
DUNBAR, BENDER & ZAPF, INC.11+ years Filed as: DUNBAR, BENDER, & ZAPF, INC. Service code 11 · EIN 25-1650062 | Actuarial | $16,440 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Employer 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 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 10.56% | 10.71%-0.1pp | 8.80%+1.8pp | 10.71%-0.1pp |
| Employer contribution / active EE | $6,396 | $14,986-57.3% | $29,429-78.3% | $14,986-57.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $58-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |