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 BANK4+ years Service code 19 · EIN 39-1564826 | Securities Custodian | $254,778 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,000 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART Service code 29 1000 NORTH WATER STREET · MILWAUKEE, WI 53202 | Legal | $20,228 |
THE PREVIANT LAW FIRM, S.C.4+ years Service code 29 · EIN 39-1211596 | Legal | $17,391 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $16,750 |
LEE CPA AUDIT GROUP4+ years Filed as: LEE JOST & ASSOCIATES Service code 16 · EIN 39-1397718 | Consulting | $10,000 |
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 | $10,133 | $57,255-82.3% | $83,848-87.9% | $68,904-85.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | -8.39% | -0.34%-8.0pp | 850.88%-859.3pp | 1.07%-9.5pp |
| Employer contribution / active EE | $2,403 | $3,341-28.1% | $3,631-33.8% | $2,540-5.4% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $46 | $103-55.4% | $5,478-99.2% | $71-35.2% |