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 9-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.3 years Filed as: MILLIMAN SOLUTIONS LLC Service code 13 · EIN 91-0675641 | Contract Administrator | $2,120,102 |
SEIU 775 BENEFITS GROUP3 years Service code 14 · EIN 85-2581812 | Plan Administrator | $1,369,781 |
PROPEL INSURANCE7+ years Service code 22 · EIN 91-0830024 | Insurance Broker | $48,680 |
CAPCO1 year Service code 15 · EIN 04-3441053 | Recordkeeping | $47,059 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 | Accounting | $38,612 |
QUALTRICS, LLC3 years Service code 49 · EIN 45-4964116 | Other Services | $36,284 |
Service code 29 · EIN 91-0889948 | Legal | $33,000 |
RBC WEALTH MANAGEMENT6 years Service code 27 · EIN 20-0563684 | Advisory (Plan) | $29,000 |
SCHOEDEL & SCHOEDEL, CPAS, PLLC6 years Filed as: SCHOEDEL & SCHOEDEL CPAS PLLC Service code 10 · EIN 91-0614823 | Accounting | $24,937 |
Filed as: SLALOM, LLC Service code 16 · EIN 84-1246887 | Consulting | $24,525 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,534 | $135,240-97.4% | $169,993-97.9% | $96,393-96.3% |
| Participation rate | 96.7% | 86.5%+10.2pp | 87.0%+9.7pp | 71.3%+25.4pp |
| Annual return | 9.88% | 22.04%-12.2pp | 53.37%-43.5pp | 22.88%-13.0pp |
| Employer contribution / active EE | $840 | $5,029-83.3% | $6,785-87.6% | $3,238-74.1% |
| Participant deferral / active EE | $0 | $8,138-100.0% | $10,408-100.0% | $5,455-100.0% |
| Admin fee / account holder | $51 | $85-40.2% | $12,815-99.6% | $74-31.3% |