See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $14,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,774 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,331 | $91,407-26.3% | $135,903-50.5% | $71,457-5.8% |
| Participation rate | 55.0% | 75.7%-20.7pp | 81.9%-26.9pp | 67.9%-12.9pp |
| Annual return | 21.44% | 29.90%-8.5pp | 68.23%-46.8pp | 28.85%-7.4pp |
| Employer contribution / active EE | $2,068 | $3,703-44.1% | $4,856-57.4% | $2,588-20.1% |
| Participant deferral / active EE | $6,076 | $7,092-14.3% | $7,758-21.7% | $4,289+41.7% |
| Admin fee / account holder | $236 | $1,266-81.4% | $10,762-97.8% | $1,587-85.2% |