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 28 · EIN 93-0646988 | Investment Management | $171,306 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $91,200 |
BENESYS, INC.6+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $60,353 |
US BANK6+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $28,098 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $24,253 |
Filed as: BARLOW,COUGHRAN,MORALES,JOSEHPSON Service code 29 · EIN 91-0889948 | Legal | $14,300 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,534,422 | $1,534,4220% | $353,945+333.5% | $409,661+274.6% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 12.51% | 7.62%+4.9pp | 10.57%+1.9pp | 627.08%-614.6pp |
| Employer contribution / active EE | $12,891 | $18,841-31.6% | $29,483-56.3% | $18,824-31.5% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $6,945 | $6,9450% | $2,009+245.7% | $1,923+261.1% |