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 |
|---|---|---|
SAGE ADVISORY SERVICES3+ years Service code 28 · EIN 74-2798841 | Investment Management | $291,718 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, WELLS FARGO C Service code 27 · EIN 36-4019175 | Advisory (Plan) | $69,835 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $61,170 |
BRADY, MCGUIRE & STEINBERG, PC2+ years Filed as: BRADY, MCGUIRE & STEINBERG, P.C. Service code 29 · EIN 13-4089943 | Legal | $55,544 |
Filed as: CAPLIN & DRYSDALE, CHARTERED Service code 29 · EIN 52-1226629 | Legal | $35,967 |
CLARKE & SAMPSON, INC.2+ years Filed as: CLARKE & SAMPSON, INC Service code 53 · EIN 54-0657005 | Insurance Commissions | $11,884 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $6,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,151 | $89,274+212.7% | $149,718+86.5% | $77,958+258.1% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 12.20% | 20.36%-8.2pp | 1501.63%-1489.4pp | 20.87%-8.7pp |
| Employer contribution / active EE | $21,762 | $3,727+484.0% | $5,445+299.7% | $2,310+841.9% |
| Participant deferral / active EE | $116 | $5,382-97.8% | $6,569-98.2% | $3,537-96.7% |
| Admin fee / account holder | $299 | $240+24.4% | $11,283-97.4% | $97+206.5% |