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 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $54,173 |
BENEFIT PLAN ADMINISTRATORS4 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $35,226 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES CORP Service code 16 PO BOX 27449 · NEW YORK, NY 10087 | Consulting | $25,000 |
THE PREVIANT LAW FIRM, S.C.4 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $22,518 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $8,425 |
Service code 34 · EIN 25-1409618 | Valuation (appraisals, etc.); Securit... | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,447 | $85,135+36.8% | $98,907+17.7% | $73,409+58.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 6.08% | 19.14%-13.1pp | 196.43%-190.3pp | 59.29%-53.2pp |
| Employer contribution / active EE | $11,271 | $2,721+314.2% | $2,689+319.2% | $2,234+404.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,244-100.0% | $3,805-100.0% |
| Admin fee / account holder | $370 | $139+166.0% | $6,642-94.4% | $158+134.6% |