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: MORTHWESTERN MUTUAL INVESTMENT SERV Service code 55 | Other Commissions | $18,554 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC. Service code 99 · EIN 84-2028419 | Other Fees | $3,139 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 99 · EIN 02-0488491 | Other Fees | $422 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 55 · EIN 39-0509570 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,485 | $49,915+13.2% | $154,803-63.5% | $74,304-24.0% |
| Participation rate | 32.4% | 54.0%-21.6pp | 78.1%-45.7pp | 60.3%-28.0pp |
| Annual return | 15.59% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $700 | $1,611-56.5% | $4,305-83.7% | $2,241-68.8% |
| Participant deferral / active EE | $1,505 | $2,255-33.2% | $5,540-72.8% | $3,767-60.0% |
| Admin fee / account holder | $438 | $2,189-80.0% | $14,329-96.9% | $2,969-85.2% |