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 9-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 |
|---|---|---|
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 54 · EIN 91-0675641 | Sales Loads | $212,467 |
BENEFITS MANAGEMENT GROUP, INC.9+ years Service code 13 · EIN 20-0188125 625 ENTERPRISE DRIVE · OAK BROOK, IL 60523 | Contract Administrator | $161,448 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $155,916 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $115,257 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $90,848 |
BENTALLGREENOAK2 years Service code 28 · EIN 83-6177544 | Investment Management | $87,521 |
SEGALL BRYANT & HAMILL9+ years Service code 28 · EIN 41-1788385 | Investment Management | $76,558 |
IFM INVESTORS PTY LTD2 years Filed as: IFM GLOBAL INFRASTRUCTURE, L.P. Service code 28 1209 ORANGE STREET · WILMINGTON, DE 19801 | Investment Management | $67,779 |
INCOME RESEARCH & MANAGEMENT9+ years Service code 28 · EIN 04-2955404 | Investment Management | $66,493 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,692 | $241,101-65.3% | $103,333-19.0% | $199,593-58.1% |
| Participation rate | 88.3% | 78.3%+10.0pp | 74.5%+13.7pp | 72.0%+16.3pp |
| Annual return | 9.85% | 17.80%-7.9pp | 24.88%-15.0pp | 34.25%-24.4pp |
| Employer contribution / active EE | $6,453 | $4,244+52.0% | $3,868+66.8% | $3,034+112.7% |
| Participant deferral / active EE | $150 | $3,958-96.2% | $5,057-97.0% | $5,087-97.1% |
| Admin fee / account holder | $322 | $288+11.9% | $8,355-96.1% | $269+19.7% |