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 |
|---|---|---|
KERBERROSE WEALTH MANAGEMENT3 years Filed as: KERBERROSE WEALTH MANAGEMENT LLC Service code 27 115 E 5TH ST · SHAWANO, WI 54166 | Advisory (Plan) | $24,714 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSENALLEN LLP Service code 10 1175 LOMBARDI AVE SUITE 200 · GREEN BAY, WI 54304 | Accounting | $16,538 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,065 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,484 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,951 | $57,651+38.7% | $112,229-28.8% | $71,457+11.9% |
| Participation rate | 41.2% | 58.9%-17.8pp | 72.4%-31.3pp | 67.9%-26.7pp |
| Annual return | 17.35% | 18.32%-1.0pp | 30.20%-12.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $261 | $1,913-86.4% | $3,430-92.4% | $2,588-89.9% |
| Participant deferral / active EE | $2,003 | $2,863-30.0% | $4,798-58.3% | $4,289-53.3% |
| Admin fee / account holder | $437 | $1,581-72.4% | $7,748-94.4% | $1,587-72.5% |