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.9+ years Service code 21 · EIN 91-0675641 | Bank Trustee | $97,367 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $63,702 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $23,500 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $22,370 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $14,130 |
MATRIX TRUST COMPANY7 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,773 |
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 | $48,203 | $92,971-48.2% | $96,683-50.1% | $74,419-35.2% |
| Participation rate | 97.1% | 71.5%+25.5pp | 74.3%+22.7pp | 70.7%+26.4pp |
| Annual return | 17.76% | 37.49%-19.7pp | 35.69%-17.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $0 | $3,426-100.0% | $3,737-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,615 | $3,970-9.0% | $4,878-25.9% | $4,528-20.2% |
| Admin fee / account holder | $222 | $633-65.0% | $6,730-96.7% | $348-36.3% |