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 COMPANY10+ years Filed as: BPA OF WISCONSIN Service code 13 · EIN 39-1400101 2901 W BELTLINE HWY, STE 100 · MADISON, WI 53713 | Contract Administrator | $443,818 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-3200030 39553 WOODWARD AVE, STE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $421,871 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 101 N WACKER DR, STE 500 · CHICAGO, IL 60606 | Actuarial | $251,783 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $193,956 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 S WACKER DR, STE 3500 · CHICAGO, IL 60606 | Investment Management | $185,556 |
THE BANK OF NEW YORK MELLON7 years Filed as: MELLON INVESTMENTS CORP Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $151,938 |
MARQUETTE ASSOCIATES10+ years Filed as: MARQUETTE ASSOCIATES INC Service code 27 · EIN 36-3485298 180 N LASALLE ST, STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $131,746 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 101 YGNOCIO VALLEY RD STE 300 · WALNUT CREEK, CA 94596 | Investment Management | $119,554 |
Filed as: MESIROW FINANCIAL Service code 28 · EIN 46-3537636 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $102,762 |
THE PREVIANT LAW FIRM, S.C.10+ years Service code 29 · EIN 39-1211596 1555 N RIVER CENTER DR · MILWAUKEE, WI 53212 | Legal | $96,637 |
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 | 8.95% | 10.50%-1.5pp | 9.65%-0.7pp | 9.22%-0.3pp |
| Employer contribution / active EE | $14,596 | $14,720-0.8% | $26,259-44.4% | $13,567+7.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |