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 CORPORATION5+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $33,337 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $13,100 |
Service code 29 · EIN 41-1654544 | Legal | $10,190 |
SECURIAN FINANCIAL SERVICES INC4+ years Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $7,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,367 | $66,051+14.1% | $92,893-18.9% | $77,787-3.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 22.27% | 20.69%+1.6pp | 109.41%-87.1pp | 32.57%-10.3pp |
| Employer contribution / active EE | $8,122 | $3,426+137.1% | $3,653+122.4% | $2,504+224.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $38 | $148-74.3% | $5,794-99.3% | $100-62.1% |