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.4 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $250,850 |
BENESYS, INC.8+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $133,941 |
RVK, INC.3 years Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $39,622 |
ULLICO8+ years Filed as: UNION BANK Service code 21 · EIN 94-0304888 | Bank Trustee | $39,231 |
JOSEPH L. REINHART, PC8+ years Service code 29 · EIN 93-1162180 | Legal | $36,503 |
VIGILANT SERVICES, INC.3 years Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $35,000 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $29,350 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $6,208 |
SMART SOURCE LLC1 year Service code 36 · EIN 54-2104343 | Copying and duplicating; Direct payme... | $6,081 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,613 | $57,739-22.7% | $112,229-60.2% | $74,419-40.1% |
| Participation rate | 70.8% | 55.6%+15.2pp | 72.4%-1.6pp | 70.7%+0.1pp |
| Annual return | 2.68% | 19.52%-16.8pp | 30.20%-27.5pp | 34.38%-31.7pp |
| Employer contribution / active EE | $876 | $1,675-47.7% | $3,430-74.5% | $2,637-66.8% |
| Participant deferral / active EE | $1,077 | $2,891-62.8% | $4,798-77.6% | $4,528-76.2% |
| Admin fee / account holder | $225 | $462-51.4% | $7,748-97.1% | $348-35.4% |