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: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $27,040 |
CLIFTONLARSONALLEN LLP3 years Service code 10 1175 LOMBARDI AVE SUITE 200 · GREEN BAY, WI 54304 | Accounting | $7,455 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,399 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,164 | $65,862+26.3% | $124,672-33.3% | $79,386+4.8% |
| Participation rate | 44.1% | 62.2%-18.2pp | 74.6%-30.5pp | 70.7%-26.6pp |
| Annual return | 13.41% | 19.02%-5.6pp | 5142.93%-5129.5pp | 116.85%-103.4pp |
| Employer contribution / active EE | $295 | $1,883-84.3% | $3,324-91.1% | $2,427-87.8% |
| Participant deferral / active EE | $1,982 | $2,772-28.5% | $4,614-57.0% | $4,046-51.0% |
| Admin fee / account holder | $369 | $673-45.2% | $7,493-95.1% | $626-41.1% |