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 | Direct payment from the plan; Float r... | $55,920 |
BENEFIT PLAN ADMINISTRATORS8 years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1401001 | Plan Administrator | $34,850 |
THE PREVIANT LAW FIRM, S.C.8 years Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $31,600 |
MMA SECURITIES LLC7 years Filed as: MMC SECURITIES CORP Service code 16 · EIN 06-1685865 | Consulting | $18,750 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $11,040 |
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 | $170,194 | $92,055+84.9% | $106,213+60.2% | $77,643+119.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 19.90% | 17.91%+2.0pp | 116.14%-96.2pp | 31.24%-11.3pp |
| Employer contribution / active EE | $14,254 | $3,367+323.3% | $3,171+349.4% | $2,726+422.9% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $423 | $219+93.0% | $11,033-96.2% | $430-1.8% |