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 |
|---|---|---|
WIPFLI LLP1 year Service code 10 11 SCOTT ST, SUITE 400 · WAUSAU, WI 54403 | Accounting | $7,010 |
Filed as: GREAT WEST LIFE & ANNUITY INS. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,315 |
Filed as: EMPOWER RETIREMENT ADV SERVICES Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $294 |
ROYAL ALLIANCE ASSOCIATES INC4+ years Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 ONE WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Other Commissions | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,054 | $73,102+118.9% | $123,544+29.6% | $56,287+184.4% |
| Participation rate | 81.4% | 74.3%+7.1pp | 82.3%-0.9pp | 69.9%+11.6pp |
| Annual return | -4.11% | 3.01%-7.1pp | 119.20%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,678 | $2,977-10.0% | $4,628-42.1% | $2,111+26.9% |
| Participant deferral / active EE | $6,294 | $5,423+16.1% | $6,426-2.0% | $3,350+87.9% |
| Admin fee / account holder | $25 | $554-95.4% | $9,284-99.7% | $521-95.1% |