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 |
|---|---|---|
Service code 15 · EIN 30-0219031 | Recordkeeping | $386,287 |
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $123,477 |
Service code 29 · EIN 39-1126909 | Legal | $31,556 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,250 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $20,843 |
Filed as: THE PREVIANT LAW FIRM S.C. Service code 29 · EIN 39-1211596 | Legal | $6,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,028 | $63,356-47.9% | $103,333-68.0% | $106,382-69.0% |
| Participation rate | 97.0% | 84.3%+12.7pp | 74.5%+22.5pp | 69.9%+27.1pp |
| Annual return | 13.21% | 14.77%-1.6pp | 24.88%-11.7pp | 17.37%-4.2pp |
| Employer contribution / active EE | $3,470 | $4,310-19.5% | $3,868-10.3% | $3,364+3.2% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,057-100.0% | $5,569-100.0% |
| Admin fee / account holder | $58 | $110-47.1% | $8,355-99.3% | $79-26.4% |