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 7-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: 1834 INVESTMENT ADVISORS Service code 27 511 N BROADWAY ST. · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,008 |
Filed as: OLD NATIONAL BANK Service code 21 2801 W JEFFERSON STREET · JOLIET, IL 60435 | Bank Trustee | $14,597 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,832 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,169 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,210 | $71,964-8.0% | $167,512-60.5% | $85,563-22.6% |
| Participation rate | 65.7% | 61.0%+4.8pp | 77.1%-11.3pp | 66.0%-0.2pp |
| Annual return | 16.27% | 18.83%-2.6pp | 1615.79%-1599.5pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,630 | $1,875+40.3% | $3,882-32.2% | $2,654-0.9% |
| Participant deferral / active EE | $4,817 | $4,110+17.2% | $6,405-24.8% | $4,375+10.1% |
| Admin fee / account holder | $161 | $815-80.3% | $9,769-98.4% | $834-80.7% |