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.9+ years Filed as: MILLIMAN Service code 50 · EIN 91-0675641 | Direct Payment | $155,806 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART BOERNER VAN DEUREN SC Service code 29 · EIN 39-1126909 | Legal | $93,632 |
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATION OF WI Service code 14 · EIN 39-1400101 | Plan Administrator | $88,137 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING LLC FKA BOGDAHN Service code 50 · EIN 59-3676225 | Direct Payment | $45,000 |
MATRIX TRUST COMPANY7 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,784 |
WISCONSIN SHEET METAL H&W FUND9+ years Service code 50 · EIN 35-1638874 | Direct Payment | $21,355 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $14,355 |
Participant contribution per participant 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 | $139,989 | $88,480+58.2% | $96,683+44.8% | $80,160+74.6% |
| Participation rate | 98.9% | 79.9%+19.0pp | 74.3%+24.5pp | 72.9%+26.0pp |
| Annual return | 18.19% | 22.53%-4.3pp | 35.69%-17.5pp | 40.38%-22.2pp |
| Employer contribution / active EE | $7,528 | $4,176+80.2% | $3,737+101.5% | $2,978+152.8% |
| Participant deferral / active EE | $92 | $3,959-97.7% | $4,878-98.1% | $5,017-98.2% |
| Admin fee / account holder | $205 | $212-3.4% | $6,730-97.0% | $145+41.2% |