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.4+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $139,983 |
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $78,000 |
MATRIX TRUST COMPANY2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $48,585 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
REINHART BOERNER VAN DEUREN S.C.4+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $33,312 |
WISCONSIN SHEET METAL H&W FUND4+ years Service code 50 · EIN 35-1638874 | Direct Payment | $16,796 |
FREYBERG HINKLE ET AL4+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $11,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,727 | $60,396+60.2% | $83,848+15.4% | $75,289+28.5% |
| Participation rate | 99.7% | 80.7%+18.9pp | 76.1%+23.5pp | 72.4%+27.2pp |
| Annual return | -5.24% | 3.84%-9.1pp | 850.88%-856.1pp | -0.04%-5.2pp |
| Employer contribution / active EE | $5,563 | $3,343+66.4% | $3,631+53.2% | $2,405+131.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $193 | $141+36.6% | $5,478-96.5% | $102+88.5% |