See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED BANK8+ years Service code 15 · EIN 39-1564826 | Recordkeeping | $341,909 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
THE PREVIANT LAW FIRM, S.C.8+ years Service code 29 · EIN 39-1211596 | Legal | $23,562 |
Service code 29 · EIN 39-1126909 | Legal | $19,390 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $17,935 |
Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 16 · EIN 39-1400101 | Consulting | $6,667 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,568 | $51,785-56.4% | $112,228-79.9% | $89,394-74.8% |
| Participation rate | 94.8% | 82.2%+12.7pp | 75.1%+19.8pp | 71.3%+23.6pp |
| Annual return | -17.37% | -11.06%-6.3pp | 27.45%-44.8pp | -11.89%-5.5pp |
| Employer contribution / active EE | $3,574 | $3,782-5.5% | $3,635-1.7% | $3,022+18.3% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $56 | $102-45.1% | $6,410-99.1% | $79-29.8% |