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 CORPORATION8+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $34,166 |
Service code 29 · EIN 41-1654544 | Legal | $20,160 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $16,275 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $15,000 |
SECURIAN FINANCIAL SERVICES INC7+ years Filed as: SECURIAN FINANCIAL GROUP Service code 28 · EIN 41-0417830 | Investment Management | $10,290 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,558 | $76,774+19.3% | $112,228-18.4% | $77,904+17.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -17.20% | -10.25%-6.9pp | 27.45%-44.6pp | 12.21%-29.4pp |
| Employer contribution / active EE | $9,101 | $3,977+128.9% | $3,635+150.4% | $2,848+219.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $45 | $239-81.2% | $6,410-99.3% | $133-66.0% |