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 |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $30,806 |
MEKETA INVESTMENT GROUP3+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
Service code 29 · EIN 41-1654544 | Legal | $10,639 |
SECURIAN FINANCIAL SERVICES INC2+ years Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $7,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,696 | $221,442-71.7% | $92,233-32.0% | $77,958-19.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 16.25% | 15.65%+0.6pp | 176.28%-160.0pp | 20.87%-4.6pp |
| Employer contribution / active EE | $5,904 | $3,226+83.0% | $3,679+60.5% | $2,310+155.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $37 | $210-82.2% | $5,194-99.3% | $97-61.8% |