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.6 years Filed as: MILLIMAN Service code 27 · EIN 91-0675641 | Advisory (Plan) | $138,903 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $92,554 |
Service code 26 · EIN 32-0016703 | Advisory (Participants) | $60,000 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $18,165 |
Filed as: SHUMAKER LOOP & KENDRICK, LLP Service code 29 · EIN 34-4439491 | Legal | $11,860 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,795 | $122,693+9.0% | $184,203-27.4% | $199,593-33.0% |
| Participation rate | 98.4% | 86.8%+11.6pp | 86.8%+11.5pp | 72.0%+26.4pp |
| Annual return | 25.18% | 143.91%-118.7pp | 28.81%-3.6pp | 34.25%-9.1pp |
| Employer contribution / active EE | $0 | $4,584-100.0% | $6,427-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $5,391 | $7,990-32.5% | $9,131-41.0% | $5,087+6.0% |
| Admin fee / account holder | $247 | $121+104.9% | $13,901-98.2% | $269-8.1% |