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 |
|---|---|---|
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $50,000 |
REINHART BOERNER VAN DEUREN S.C.10+ years Service code 29 · EIN 39-1126909 1000 N. WATER ST STE 1700 · MILWAUKEE, WI 53202 | Legal | $46,881 |
TIC INTERNATIONAL CORPORATION10+ years Filed as: TIC INTL CORP Service code 13 · EIN 13-2600875 11590 N MERIDIAN ST 600 · CARMEL, IN 46032 | Contract Administrator | $23,999 |
UMR1 year Filed as: UNITED HEALTHCARE Service code 13 230 LEXINGTON GREEN CIRCLE, STE 400 · LEXINGTON, KY 40503 | Contract Administrator | $19,810 |
IBEW LOCAL UNION 1508 years Service code 49 · EIN 36-1581422 31290 N US HIGHWAY 45 UNIT B · LIBERTYVILLE, IL 60048 | Other Services | $19,247 |
CALIBRE CPA GROUP PLLC8 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 230 WEST MONROE STREET, SUITE 310 · CHICAGO, IL 60606 | Accounting | $19,212 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 19 601 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $7,784 |
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 | $226,391 | $160,882+40.7% | $200,582+12.9% | $102,872+120.1% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 11.36% | 18.15%-6.8pp | 42.33%-31.0pp | 19.06%-7.7pp |
| Employer contribution / active EE | $10,185 | $5,602+81.8% | $6,419+58.7% | $3,526+188.8% |
| Participant deferral / active EE | $0 | $9,300-100.0% | $9,331-100.0% | $5,535-100.0% |
| Admin fee / account holder | $157 | $125+25.7% | $16,305-99.0% | $292-46.3% |