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 SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $8,032 |
BALDWIN & BALDWIN PLLC1 year Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $7,868 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $6,615 |
AMERICAN FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
CALVERT3 years Service code 52 | Indirect Investment Fees | $0 |
INVESCO3 years Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
PIMCO FUNDS3 years Service code 52 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE Service code 52 | Indirect Investment Fees | $0 |
WILLIAM BLAIR3 years Service code 52 | Indirect Investment Fees | $0 |
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 | $55,667 | $59,107-5.8% | $86,436-35.6% | $68,494-18.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.69% | -0.23%-9.5pp | 4394.89%-4404.6pp | -7.84%-1.9pp |
| Employer contribution / active EE | $6,299 | $2,519+150.1% | $3,769+67.2% | $2,596+142.6% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $303 | $5,637-94.6% | $6,731-95.5% | $5,403-94.4% |