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.8+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $87,717 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $54,050 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,391 |
MATRIX TRUST COMPANY8+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $30,513 |
BAUMAN ASSOCIATES8+ years Service code 10 · EIN 39-1277627 | Accounting | $17,295 |
WILSON-MCSHANE CORPORATION8+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $12,720 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,565 | $76,774-4.2% | $112,228-34.5% | $77,904-5.6% |
| Participation rate | 69.4% | 80.2%-10.8pp | 75.1%-5.7pp | 73.7%-4.3pp |
| Annual return | -10.98% | -10.25%-0.7pp | 27.45%-38.4pp | 12.21%-23.2pp |
| Employer contribution / active EE | $3,239 | $3,977-18.5% | $3,635-10.9% | $2,848+13.7% |
| Participant deferral / active EE | $1,110 | $3,778-70.6% | $4,728-76.5% | $4,806-76.9% |
| Admin fee / account holder | $226 | $239-5.3% | $6,410-96.5% | $133+70.7% |