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 50 · EIN 91-0675641 | Direct Payment | $168,805 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $94,142 |
BENEFIT PLAN ADMINISTRATORS10+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $91,669 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL, LLC Service code 50 531 W MORSE BLVD · WINTER PARK, FL 32789 | Direct Payment | $33,750 |
MATRIX TRUST COMPANY8 years Service code 21 · EIN 75-3182674 | Bank Trustee | $33,134 |
WISCONSIN SHEET METAL H&W FUND10+ years Service code 50 · EIN 35-1638874 | Direct Payment | $29,139 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $14,785 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 50 · EIN 59-3676225 | Direct Payment | $11,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,481 | $241,101-36.3% | $103,333+48.5% | $199,593-23.1% |
| Participation rate | 98.8% | 78.3%+20.5pp | 74.5%+24.3pp | 72.0%+26.8pp |
| Annual return | 12.54% | 17.80%-5.3pp | 24.88%-12.3pp | 34.25%-21.7pp |
| Employer contribution / active EE | $7,819 | $4,244+84.2% | $3,868+102.2% | $3,034+157.7% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $211 | $288-26.5% | $8,355-97.5% | $269-21.4% |