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: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $13,721 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,956 |
Service code 10 · EIN 46-0996552 | Accounting | $7,325 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$10,273 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,228 | $79,184+0.1% | $102,438-22.7% | $74,546+6.3% |
| Participation rate | 70.6% | 74.8%-4.2pp | 76.5%-5.9pp | 67.2%+3.3pp |
| Annual return | 10.98% | 54.95%-44.0pp | 29.37%-18.4pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,012 | $2,362-57.1% | $3,024-66.5% | $2,624-61.4% |
| Participant deferral / active EE | $3,994 | $4,414-9.5% | $5,054-21.0% | $4,347-8.1% |
| Admin fee / account holder | $130 | $2,001-93.5% | $9,448-98.6% | $1,944-93.3% |