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 | $308,727 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $80,735 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $29,000 |
BAUMAN ASSOCIATES9+ years Service code 10 · EIN 39-1277627 | Accounting | $21,455 |
UNION INSURANCE GROUP8 years Service code 23 | Insurance services | $17,834 |
WEEBF1 year Service code 10 | Accounting | $6,000 |
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 | $223,532 | $88,480+152.6% | $96,683+131.2% | $80,160+178.9% |
| Participation rate | 93.1% | 79.9%+13.2pp | 74.3%+18.8pp | 72.9%+20.2pp |
| Annual return | 20.85% | 22.53%-1.7pp | 35.69%-14.8pp | 40.38%-19.5pp |
| Employer contribution / active EE | $10,588 | $4,176+153.5% | $3,737+183.3% | $2,978+255.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $355 | $212+67.6% | $6,730-94.7% | $145+144.8% |