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.10+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $108,394 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $41,601 |
HIGHCROFT INVESTMENT ADVISORS, LLC10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,740 |
MATRIX TRUST COMPANY10+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $25,464 |
BAUMAN ASSOCIATES10+ years Service code 10 · EIN 39-1277627 | Accounting | $15,060 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE Service code 14 · EIN 41-0956552 | Plan Administrator | $13,560 |
Filed as: COMBINED CRAFTS Service code 10 · EIN 39-1400101 | Accounting | $5,384 |
FRSECURE1 year Filed as: FR SECURE LLC Service code 70 6550 YORK AVE S. 500 · EDINA, MN 55435 | Consulting Fees | $5,000 |
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.
Annual investment return 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 | $90,528 | $241,101-62.5% | $103,333-12.4% | $199,593-54.6% |
| Participation rate | 69.7% | 78.3%-8.5pp | 74.5%-4.8pp | 72.0%-2.2pp |
| Annual return | 8.08% | 17.80%-9.7pp | 24.88%-16.8pp | 34.25%-26.2pp |
| Employer contribution / active EE | $4,515 | $4,244+6.4% | $3,868+16.7% | $3,034+48.8% |
| Participant deferral / active EE | $1,078 | $3,958-72.8% | $5,057-78.7% | $5,087-78.8% |
| Admin fee / account holder | $218 | $288-24.3% | $8,355-97.4% | $269-19.0% |