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 |
|---|---|---|
Filed as: OPER PLASTERS AND CEMENT MASONS 497 Service code 99 2901 WEST BELTLINE HIGHWAY STE 100 · MADISON, WI 53713 | Other Fees | $30,496 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $12,500 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 11270 WEST PARK PLACE STE 950 · MILWAUKEE, WI 53224 | Plan Administrator | $10,089 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,878 |
Filed as: EMPOWERMENT RETIREMENT Service code 28 PO BOX 1800 · DENVER, CO 80201 | Investment Management | $8,832 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,939 | $77,660-79.5% | $109,143-85.4% | $79,386-79.9% |
| Participation rate | 97.6% | 67.8%+29.8pp | 75.9%+21.7pp | 70.7%+26.9pp |
| Annual return | 25.92% | 23.44%+2.5pp | 25.75%+0.2pp | 116.85%-90.9pp |
| Employer contribution / active EE | $0 | $2,797-100.0% | $3,722-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $310 | $3,518-91.2% | $4,653-93.3% | $4,046-92.3% |
| Admin fee / account holder | $217 | $732-70.4% | $6,752-96.8% | $626-65.4% |