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 Service code 21 · EIN 91-0675641 | Bank Trustee | $102,219 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $80,489 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 13 · EIN 39-1401001 | Contract Administrator | $23,269 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $17,625 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,585 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $7,833 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING LLC Service code 16 · EIN 59-3676225 | Consulting | $5,875 |
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 | $51,060 | $241,101-78.8% | $103,333-50.6% | $199,593-74.4% |
| Participation rate | 94.7% | 78.3%+16.4pp | 74.5%+20.2pp | 72.0%+22.8pp |
| Annual return | 13.02% | 17.80%-4.8pp | 24.88%-11.9pp | 34.25%-21.2pp |
| Employer contribution / active EE | $0 | $4,244-100.0% | $3,868-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $3,273 | $3,958-17.3% | $5,057-35.3% | $5,087-35.7% |
| Admin fee / account holder | $205 | $288-28.9% | $8,355-97.6% | $269-23.9% |