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 4-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 |
|---|---|---|
WISCONSIN SHEET METAL H&W FUND4+ years Filed as: WISCONSIN ELECTRICAL EMPLOYEE BENEF Service code 13 · EIN 39-1651543 | Contract Administrator | $80,124 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN S.C Service code 29 · EIN 39-1126909 | Legal | $67,239 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $39,363 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN Service code 10 · EIN 41-0746749 | Accounting | $32,572 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $20,625 |
Participant contribution per participant 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 | $239,872 | $241,101-0.5% | $103,333+132.1% | $199,593+20.2% |
| Participation rate | 89.1% | 78.3%+10.8pp | 74.5%+14.6pp | 72.0%+17.1pp |
| Annual return | 13.48% | 17.80%-4.3pp | 24.88%-11.4pp | 34.25%-20.8pp |
| Employer contribution / active EE | $11,496 | $4,244+170.9% | $3,868+197.2% | $3,034+278.9% |
| Participant deferral / active EE | $236 | $3,958-94.0% | $5,057-95.3% | $5,087-95.4% |
| Admin fee / account holder | $148 | $288-48.5% | $8,355-98.2% | $269-44.9% |