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 | Participant loan processing; Sales lo... | $58,062 |
BENEFIT PLAN ADMINISTRATORS6 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $35,471 |
MMA SECURITIES LLC5 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.6 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $11,443 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $9,300 |
Service code 34 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,957 | $81,908+62.3% | $90,749+46.5% | $64,808+105.2% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -9.48% | -12.53%+3.1pp | -12.16%+2.7pp | 32.82%-42.3pp |
| Employer contribution / active EE | $11,576 | $3,065+277.7% | $2,921+296.3% | $2,506+362.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $4,564-100.0% | $4,310-100.0% |
| Admin fee / account holder | $318 | $157+102.5% | $8,445-96.2% | $188+69.5% |