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.10+ years Filed as: MAIRS & POWERS Service code 28 · EIN 41-0844499 | Investment Management | $30,848 |
MILLIMAN, INC.9 years Filed as: MILLIMAN Service code 19 · EIN 91-0675641 | Securities Custodian | $22,825 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $12,732 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $12,500 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $11,563 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,121 | $82,972-50.4% | $103,374-60.2% | $77,671-47.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 14.69% | 19.14%-4.4pp | 24.89%-10.2pp | 31.21%-16.5pp |
| Employer contribution / active EE | $1,664 | $3,554-53.2% | $3,869-57.0% | $2,726-39.0% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $291 | $639-54.4% | $8,394-96.5% | $430-32.3% |