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 5-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 |
|---|---|---|
WILSON-MCSHANE CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $323,120 |
MERCER2 years Filed as: MERCER INVESTEMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $134,770 |
US BANK5+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $69,266 |
HESSIAN & MCKASY, PA2 years Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $65,423 |
Service code 11 · EIN 26-1370698 | Actuarial | $58,721 |
PLANTE & MORAN, PLLC5+ years Service code 10 · EIN 33-1498605 | Accounting | $50,550 |
PBI1 year Filed as: PBI RESEARCH SERVICES Service code 38 333 SOUTH 7TH STREET, SUITE 2400 · MINNEAPOLIS, MN 55402 | Participant Communication | $6,110 |
See 1 actuary disclosure. $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.
Employer 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 | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 10.91% | 8.48%+2.4pp | 9.84%+1.1pp | 8.48%+2.4pp |
| Employer contribution / active EE | $1,312 | $9,949-86.8% | $30,320-95.7% | $9,949-86.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |