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) | $41,107 |
Service code 15 · EIN 16-0834222 | Recordkeeping | $20,630 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $16,000 |
Service code 28 · EIN 22-2237421 | Investment Management | $7,335 |
WILMINGTON TRUST4 years Service code 28 · EIN 16-1486454 | Investment Management | $6,981 |
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 | $57,370 | $77,660-26.1% | $109,143-47.4% | $79,386-27.7% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 11.69% | 23.44%-11.8pp | 25.75%-14.1pp | 116.85%-105.2pp |
| Employer contribution / active EE | $2,269 | $2,797-18.9% | $3,722-39.0% | $2,427-6.5% |
| Participant deferral / active EE | $2,713 | $3,518-22.9% | $4,653-41.7% | $4,046-32.9% |
| Admin fee / account holder | $326 | $732-55.5% | $6,752-95.2% | $626-48.0% |