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 Service code 15 · EIN 91-0675641 | Recordkeeping | $88,627 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $80,066 |
EMPLOYEE GROUP SERVICES LTD DBA AUX10+ years Service code 13 · EIN 42-1426202 | Contract Administrator | $36,896 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,200 |
CLIFTONLARSONALLEN LLP7 years Service code 10 · EIN 41-0746749 | Accounting | $26,140 |
MATRIX TRUST COMPANY6 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $24,612 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,660 | $82,917+199.9% | $103,333+140.6% | $77,643+220.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.56% | 19.13%-7.6pp | 24.88%-13.3pp | 31.24%-19.7pp |
| Employer contribution / active EE | $13,993 | $3,552+294.0% | $3,868+261.8% | $2,726+413.4% |
| Participant deferral / active EE | $1,295 | $4,108-68.5% | $5,057-74.4% | $4,647-72.1% |
| Admin fee / account holder | $306 | $638-52.1% | $8,355-96.3% | $430-28.9% |