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.8+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $144,602 |
BENEFIT PLAN ADMINISTRATORS8+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $85,649 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $70,942 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
MATRIX TRUST COMPANY6 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,512 |
WISCONSIN SHEET METAL H&W FUND8+ years Service code 50 · EIN 35-1638874 | Direct Payment | $18,170 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $13,805 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,248 | $76,774+59.2% | $112,228+8.9% | $77,904+56.9% |
| Participation rate | 99.1% | 80.2%+18.9pp | 75.1%+24.0pp | 73.7%+25.4pp |
| Annual return | -17.47% | -10.25%-7.2pp | 27.45%-44.9pp | 12.21%-29.7pp |
| Employer contribution / active EE | $7,489 | $3,977+88.3% | $3,635+106.0% | $2,848+163.0% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $192 | $239-19.5% | $6,410-97.0% | $133+45.1% |