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 |
|---|---|---|
BPA OF WI A BENESYS COMPANY2 years Service code 15 · EIN 39-1400101 | Recordkeeping | $190,363 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $130,126 |
US BANK10+ years Service code 18 · EIN 41-0417860 | Custodial (other than securities); Di... | $76,391 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVENUE, 13TH FLOOR · BETHESDA, MD 20814 | Investment Management | $63,316 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $61,850 |
IRON-CO-FID-COMPREHENSIVE10+ years Filed as: IRON MOUNTAIN MADISON Service code 15 2302 VONDRON RD · MADISON, WI 53716 | Recordkeeping | $57,423 |
Filed as: WESTERN ASSET MANAGEMNT COMPANY Service code 28 · EIN 20-1226970 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $35,417 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 1415 W. DIEHL ROAD, SUITE 400 · NAPERVILLE, IL 60563 | Accounting | $33,650 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 | Legal | $32,432 |
THE PREVIANT LAW FIRM, S.C.6 years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $31,435 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.84% | 10.50%-1.7pp | 9.65%-0.8pp | 9.22%-0.4pp |
| Employer contribution / active EE | $14,615 | $14,720-0.7% | $26,259-44.3% | $13,567+7.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |