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.2 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $790,803 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $318,052 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $196,667 |
Service code 29 · EIN 39-1126909 | Legal | $115,657 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $46,666 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $27,300 |
THE SEGERDAHL CORPORATION2 years Service code 36 1351 S. WHEELING RD · WHEELING, IL 60090 | Direct payment from the plan; Copying... | $10,395 |
RAFF PRINTING2 years Filed as: RAFF PRINTING, INC. Service code 36 6550 YORK AVE S · EDINA, MN 55435 | Direct payment from the plan; Copying... | $5,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,749 | $63,356-45.2% | $103,333-66.4% | $106,382-67.3% |
| Participation rate | 97.5% | 84.3%+13.2pp | 74.5%+23.0pp | 69.9%+27.6pp |
| Annual return | 11.00% | 14.77%-3.8pp | 24.88%-13.9pp | 17.37%-6.4pp |
| Employer contribution / active EE | $2,101 | $4,310-51.2% | $3,868-45.7% | $3,364-37.5% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $69 | $110-37.1% | $8,355-99.2% | $79-12.5% |