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 |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $80,411 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $63,053 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,095 |
MATRIX TRUST COMPANY6+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $28,766 |
BAUMAN ASSOCIATES6+ years Service code 10 · EIN 39-1277627 | Accounting | $15,750 |
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $14,616 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,294 | $81,719-6.6% | $101,248-24.6% | $90,288-15.5% |
| Participation rate | 71.6% | 80.7%-9.1pp | 75.8%-4.2pp | 73.4%-1.7pp |
| Annual return | 10.87% | 337.64%-326.8pp | 46.47%-35.6pp | 53.97%-43.1pp |
| Employer contribution / active EE | $3,054 | $3,622-15.7% | $3,660-16.6% | $2,524+21.0% |
| Participant deferral / active EE | $1,099 | $3,310-66.8% | $4,370-74.8% | $4,232-74.0% |
| Admin fee / account holder | $238 | $162+46.9% | $5,945-96.0% | $114+108.6% |