See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.10+ years Filed as: BENEFITS MANAGEMENT GROUP, INC Service code 14 · EIN 20-0188125 | Plan Administrator | $51,600 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $50,500 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $42,922 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $25,407 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $25,275 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,600 |
Filed as: MIDWEST INSTITUTIONAL TRUST Service code 19 · EIN 93-1799133 | Securities Custodian | $7,657 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 11.8%-11.8pp | 13.5%-13.5pp | 35.7%-35.7pp |
| Annual return | 9.26% | 80.57%-71.3pp | 64.50%-55.2pp | 15.19%-5.9pp |
| Employer contribution / active EE | $0 | $26,460-100.0% | $23,990-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $342-100.0% | $287-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $50,584-100.0% |