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.2+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $16,303 |
WITHUMSMITH+BROWN, PC2+ years Filed as: RUBIN BROWN Service code 10 · EIN 43-0765316 | Accounting | $13,000 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Filed as: CONSTRUCTION ECONOMICS, LLC Service code 34 720 KIPLING STREET · LAKEWOOD, CO 80215 | Valuation (appraisals, etc.) | $11,866 |
Employer contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,007 | $225,748-79.6% | $136,294-66.2% | - |
| Participation rate | 99.0% | 69.2%+29.7pp | 81.9%+17.1pp | - |
| Annual return | 8.02% | 13.52%-5.5pp | 5155.94%-5147.9pp | - |
| Employer contribution / active EE | $4,324 | $3,134+37.9% | $4,695-7.9% | - |
| Participant deferral / active EE | $0 | $4,803-100.0% | $6,247-100.0% | - |
| Admin fee / account holder | $298 | $10,864-97.3% | $9,243-96.8% | - |