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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 39-1761679 | Recordkeeping | $288,699 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $93,141 |
ANDCO CONSULTING3 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $29,000 |
BAUMAN ASSOCIATES8+ years Service code 10 · EIN 39-1277627 | Accounting | $20,435 |
UNION INSURANCE GROUP7 years Service code 23 | Insurance services | $17,534 |
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 | $193,771 | $76,774+152.4% | $112,228+72.7% | $77,904+148.7% |
| Participation rate | 94.8% | 80.2%+14.7pp | 75.1%+19.8pp | 73.7%+21.1pp |
| Annual return | -20.71% | -10.25%-10.5pp | 27.45%-48.2pp | 12.21%-32.9pp |
| Employer contribution / active EE | $10,067 | $3,977+153.1% | $3,635+177.0% | $2,848+253.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $368 | $239+53.9% | $6,410-94.3% | $133+177.4% |