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 |
|---|---|---|
ASB CAPITAL MANAGEMENT3 years Filed as: ASB ALLEGIANCE INVESTMENTS, LLC Service code 28 · EIN 52-6257033 | Investment Management | $110,853 |
WILSON-MCSHANE CORPORATION3 years Service code 14 3001 METRO DRIVE, STE 500 · BLOOMINGTON, MN 55425 | Plan Administrator | $61,000 |
ARNOLD & KADJAN5+ years Filed as: ARNOLD, NEWBOLD, WINTER, JACKSON,PC Service code 29 · EIN 43-1174269 | Legal | $53,276 |
MARCO CONSULTING GROUP5+ years Filed as: MARCO CONSULTING GROUP, INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $41,492 |
COMERICA BANK5+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $24,053 |
EMPLOYEE FRINGES AUDIT COMPANY5+ years Service code 10 · EIN 42-1122328 | Accounting | $20,625 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 15 1120 SOUTH 101ST STREET, SUITE 400 · OMAHA, NE 68124 | Recordkeeping | $18,487 |
LWBJ, LLP5+ years Service code 10 · EIN 42-1462849 | Accounting | $10,000 |
MATRIX TRUST COMPANY1 year Service code 28 717 17TH ST, SUITE 1300 · DENVER, CO 80202 | Investment Management | $5,249 |
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 | $42,774 | $95,776-55.3% | $162,163-73.6% | $77,787-45.0% |
| Participation rate | 97.4% | 88.6%+8.8pp | 87.6%+9.9pp | 73.2%+24.2pp |
| Annual return | 11.76% | 37.03%-25.3pp | 115.59%-103.8pp | 32.57%-20.8pp |
| Employer contribution / active EE | $1,785 | $3,874-53.9% | $5,614-68.2% | $2,504-28.7% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $174 | $88+99.0% | $10,843-98.4% | $100+74.4% |