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 CORPORATION10+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956522 | Contract Administrator | $200,583 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $101,408 |
Service code 29 · EIN 43-1174269 | Legal | $72,560 |
COMMERCE BANK3 years Service code 28 · EIN 43-1795601 | Investment Management | $72,527 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Service code 10 · EIN 43-1244218 | Accounting | $72,230 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $69,700 |
FOUNDRY PARTNERS6 years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 | Investment Management | $44,601 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 14-1937946 | Investment Management | $36,149 |
Service code 28 · EIN 85-0597999 | Investment Management | $33,896 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 20-0461050 | Insurance services | $32,269 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.85% | 10.50%+0.3pp | 9.65%+1.2pp | 9.22%+1.6pp |
| Employer contribution / active EE | $18,451 | $14,720+25.4% | $26,259-29.7% | $13,567+36.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |