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.5+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $164,380 |
BENEFIT PLAN ADMINISTRATORS5+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $80,897 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $49,944 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $29,746 |
WISCONSIN SHEET METAL H&W FUND5+ years Service code 50 · EIN 35-1638874 | Direct Payment | $18,589 |
FREYBERG HINKLE ET AL5+ years Filed as: FREYBERG HINKLE ASHLAND POWERS & ST Service code 10 · EIN 39-1531945 | Accounting | $12,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,944 | $66,051+84.6% | $92,893+31.3% | $77,787+56.8% |
| Participation rate | 99.7% | 81.0%+18.7pp | 76.0%+23.7pp | 73.2%+26.4pp |
| Annual return | 23.32% | 20.69%+2.6pp | 109.41%-86.1pp | 32.57%-9.3pp |
| Employer contribution / active EE | $5,927 | $3,426+73.0% | $3,653+62.3% | $2,504+136.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $206 | $148+39.2% | $5,794-96.4% | $100+105.6% |