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 |
|---|---|---|
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $138,291 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $110,519 |
PANAGORA ASSET MANAGEMENT11+ years Service code 28 · EIN 04-3063840 | Investment Management | $103,207 |
NATIONAL INVESTMENT SERVICES11+ years Service code 28 · EIN 84-3937993 | Investment Management | $97,143 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $68,333 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $63,640 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $54,000 |
Service code 29 · EIN 26-0873462 | Legal | $28,600 |
LOAN SERVICING SOFT1 year Service code 16 29222 RANCHO VIEJO RD · SAN JUAN CAPISTRANO, CA 92675 | Consulting | $10,813 |
Service code 10 · EIN 13-3774222 | Accounting | $5,400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,505 | $103,641+59.7% | $107,525+53.9% | $102,872+60.9% |
| Participation rate | 99.8% | 79.4%+20.4pp | 75.1%+24.8pp | 73.0%+26.8pp |
| Annual return | 9.37% | 13.08%-3.7pp | 181.32%-172.0pp | 19.06%-9.7pp |
| Employer contribution / active EE | $7,424 | $5,096+45.7% | $3,754+97.8% | $3,526+110.5% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $466 | $276+68.7% | $8,919-94.8% | $292+59.5% |