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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT COMPANY Service code 27 · EIN 04-2452803 | Advisory (Plan) | $433,630 |
BCHR US ACQUISITIONS INC.4 years Service code 11 · EIN 83-1116912 | Actuarial | $372,918 |
SEI INVESTMENTS7+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 21 · EIN 23-3060382 | Bank Trustee | $20,743 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
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 | $48,334 | $592,784-91.8% | $565,817-91.5% | $350,408-86.2% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.4%+55.6pp |
| Annual return | -15.78% | -8.19%-7.6pp | -8.79%-7.0pp | -14.65%-1.1pp |
| Employer contribution / active EE | $1,000,000 | $47,521+2004.3% | $43,435+2202.3% | $46,320+2058.9% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $685 | $945-27.5% | $866-20.9% | $14,631-95.3% |