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.6 years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $232,865 |
BENESYS, INC.10+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $138,639 |
RVK, INC.5 years Filed as: RVK, INC Service code 17 · EIN 93-0910652 | Pension Consulting | $43,199 |
JOSEPH L. REINHART, PC10+ years Service code 29 · EIN 93-1162180 | Legal | $36,155 |
VIGILANT SERVICES, INC.5 years Filed as: VIGILANT SERVICES, INC Service code 24 · EIN 93-0877675 | Discretionary Trustee | $32,500 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $28,150 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCATION Service code 21 · EIN 31-0841368 | Bank Trustee | $12,579 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 10 10700 NORTHRUP WAY · BELLEVUE, WA 98004 | Accounting | $11,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $35,784 | $68,914-48.1% | $136,749-73.8% | $74,304-51.8% |
| Participation rate | 15.3% | 51.3%-36.1pp | 72.1%-56.9pp | 60.3%-45.1pp |
| Annual return | 9.79% | 16.34%-6.6pp | 24.33%-14.5pp | 29.43%-19.6pp |
| Employer contribution / active EE | $778 | $1,561-50.2% | $3,400-77.1% | $2,241-65.3% |
| Participant deferral / active EE | $1,574 | $2,541-38.1% | $4,692-66.5% | $3,767-58.2% |
| Admin fee / account holder | $189 | $3,149-94.0% | $11,386-98.3% | $2,969-93.6% |