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.9+ years Service code 13 · EIN 91-0675641 | Contract Administrator | $284,533 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $127,569 |
DEARBORN PARTNERS7 years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $72,009 |
WILSON-MCSHANE CORPORATION9+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $47,713 |
Service code 29 · EIN 34-4439491 | Legal | $37,309 |
LEGACY PROFESSIONALS LLP8 years Service code 10 · EIN 32-0043599 | Accounting | $17,750 |
MATRIX TRUST COMPANY8 years Service code 19 · EIN 75-3182674 | Securities Custodian | $8,884 |
FRSECURE3 years Filed as: FR SECURE LLC Service code 16 · EIN 26-3547185 | Consulting | $7,880 |
Annual investment return 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 | $73,930 | $103,641-28.7% | $107,525-31.2% | $102,872-28.1% |
| Participation rate | 99.6% | 79.4%+20.2pp | 75.1%+24.5pp | 73.0%+26.5pp |
| Annual return | 7.10% | 13.08%-6.0pp | 181.32%-174.2pp | 19.06%-12.0pp |
| Employer contribution / active EE | $6,216 | $5,096+22.0% | $3,754+65.6% | $3,526+76.3% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $176 | $276-36.2% | $8,919-98.0% | $292-39.8% |