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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $16,428 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,215 |
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 | $78,614 | $102,317-23.2% | $146,958-46.5% | $80,856-2.8% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.2%-25.8pp | 67.6%-11.3pp |
| Annual return | 19.52% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,216 | $3,713-40.3% | $4,933-55.1% | $2,755-19.5% |
| Participant deferral / active EE | $6,859 | $6,644+3.2% | $8,070-15.0% | $4,296+59.7% |
| Admin fee / account holder | $231 | $7,941-97.1% | $12,998-98.2% | $6,918-96.7% |