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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $18,193 |
MSPC7 years Filed as: MSPC CPA'S & ADVISORS Service code 10 · EIN 22-2951202 | Accounting | $9,327 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $6,880 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,958 | $59,097-5.3% | $82,389-32.1% | $74,304-24.7% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 6.95% | 22.85%-15.9pp | 28.67%-21.7pp | 29.43%-22.5pp |
| Employer contribution / active EE | $5,755 | $1,601+259.5% | $2,517+128.6% | $2,241+156.8% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $507 | $4,489-88.7% | $7,231-93.0% | $2,969-82.9% |