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.7 years Service code 15 · EIN 91-0675641 | Recordkeeping | $89,296 |
REINHART BOERNER VAN DEUREN S.C.11+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $69,251 |
EMPLOYEE GROUP SERVICES LTD DBA AUX11+ years Service code 13 · EIN 42-1426202 | Contract Administrator | $39,686 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $32,200 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $27,302 |
MATRIX TRUST COMPANY7 years Filed as: BROADRIDGE FINANCIAL SOLUTIONS, INC Service code 21 5 DAKOTA DRIVE · LAKE SUCCESS, NY 11042 | Bank Trustee | $24,693 |
Participant contribution per participant 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 | $209,046 | $103,641+101.7% | $107,525+94.4% | $102,872+103.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 12.68% | 13.08%-0.4pp | 181.32%-168.6pp | 19.06%-6.4pp |
| Employer contribution / active EE | $13,696 | $5,096+168.8% | $3,754+264.9% | $3,526+288.4% |
| Participant deferral / active EE | $1,082 | $3,789-71.4% | $5,116-78.8% | $5,535-80.4% |
| Admin fee / account holder | $217 | $276-21.5% | $8,919-97.6% | $292-25.9% |