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 |
|---|---|---|
MILLIMAN, INC.2 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $129,302 |
WILSON-MCSHANE CORPORATION2 years Service code 13 · EIN 41-0956552 | Contract Administrator | $84,266 |
Service code 26 · EIN 32-0016703 | Advisory (Participants) | $75,000 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $18,725 |
Service code 15 · EIN 41-1365924 | Recordkeeping | $15,473 |
Filed as: MCGRANN SHEA CARNIVAL STRAUGN & LAM Service code 29 · EIN 41-1654544 | Legal | $12,865 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,322 | $110,699-4.0% | $177,821-40.2% | $90,288+17.8% |
| Participation rate | 79.8% | 88.3%-8.6pp | 87.7%-8.0pp | 73.4%+6.4pp |
| Annual return | 10.83% | 22.79%-12.0pp | 48.32%-37.5pp | 53.97%-43.1pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,918-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,422 | $6,731-49.2% | $7,714-55.6% | $4,232-19.1% |
| Admin fee / account holder | $236 | $90+162.3% | $12,427-98.1% | $114+107.0% |