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 |
|---|---|---|
MAIRS & POWER, INC.11+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $31,574 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $24,128 |
BAUMAN ASSOCIATES1 year Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $14,900 |
MARQUETTE ASSOCIATES11+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $14,583 |
WILSON-MCSHANE CORPORATION11+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $12,092 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW & POOLE, P.A. Service code 29 · EIN 41-1502219 | Legal | $6,104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,246 | $95,880-53.9% | $107,525-58.9% | $85,563-48.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 11.08% | 68.06%-57.0pp | 181.32%-170.2pp | 31.51%-20.4pp |
| Employer contribution / active EE | $1,794 | $3,812-52.9% | $3,754-52.2% | $2,654-32.4% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $358 | $1,025-65.0% | $8,919-96.0% | $834-57.0% |