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 CORPORATION4+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $31,227 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $12,800 |
Service code 29 · EIN 41-1654544 | Legal | $12,214 |
SECURIAN FINANCIAL SERVICES INC3+ years Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $6,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,365 | $60,396-1.7% | $83,848-29.2% | $75,289-21.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -5.36% | 3.84%-9.2pp | 850.88%-856.2pp | -0.04%-5.3pp |
| Employer contribution / active EE | $6,975 | $3,343+108.6% | $3,631+92.1% | $2,405+190.0% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $39 | $141-72.2% | $5,478-99.3% | $102-61.7% |