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 |
|---|---|---|
ASSOCIATED BANK1+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $162,901 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $16,475 |
THE PREVIANT LAW FIRM, S.C.1+ years Service code 29 · EIN 39-1211596 | Legal | $9,922 |
LEE CPA AUDIT GROUP1+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $9,167 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $6,783 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,140 | $48,096-89.3% | $75,781-93.2% | $67,505-92.4% |
| Participation rate | 100.0% | 86.8%+13.2pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | -2.19% | 0.30%-2.5pp | 9.68%-11.9pp | 6.52%-8.7pp |
| Employer contribution / active EE | $1,296 | $2,549-49.1% | $3,323-61.0% | $2,173-40.3% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,651-100.0% | $3,597-100.0% |
| Admin fee / account holder | $33 | $82-59.5% | $5,299-99.4% | $56-40.8% |