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 |
|---|---|---|
MIDWEST GROUP BENEFITS, INC.4 years Filed as: MIDWEST GROUP BENEFITS Service code 99 · EIN 84-4016035 | Other Fees | $7,915 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $6,615 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,310 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,901 | $104,919-1.9% | $116,228-11.5% | $85,563+20.3% |
| Participation rate | 94.3% | 78.6%+15.7pp | 74.6%+19.7pp | 66.0%+28.3pp |
| Annual return | 17.07% | 15.38%+1.7pp | 90.06%-73.0pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,933 | $3,485-44.5% | $2,994-35.5% | $2,654-27.2% |
| Participant deferral / active EE | $5,882 | $5,306+10.9% | $4,953+18.8% | $4,375+34.4% |
| Admin fee / account holder | $270 | $429-36.9% | $11,989-97.7% | $834-67.6% |