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 6-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 |
|---|---|---|
ESOP PARTNERS LLC1 year Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Recordkeeping | $13,595 |
Service code 27 33 E MAIN ST · MADISON, WI 53703 | Advisory (Plan) | $6,359 |
PENCHECKS1 year Filed as: PENCHECKS TRUST Service code 63 · EIN 33-6134835 8580 LA MESA BLVD · LA MESA, CA 91942 | 12b-1 Fees | $5,600 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,894 | $154,365-78.0% | $130,231-74.0% | $139,434-75.7% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 22.77% | 30.34%-7.6pp | 38.77%-16.0pp | 372.94%-350.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,710-100.0% |
| Admin fee / account holder | $206 | $9,214-97.8% | $6,020-96.6% | $11,403-98.2% |