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, LLC3 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $16,663 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,143 |
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 | $83,178 | $109,881-24.3% | $150,045-44.6% | $84,808-1.9% |
| Participation rate | 54.8% | 76.1%-21.3pp | 82.3%-27.5pp | 68.3%-13.5pp |
| Annual return | 14.72% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,237 | $3,561-37.2% | $4,693-52.3% | $2,631-15.0% |
| Participant deferral / active EE | $7,346 | $6,636+10.7% | $7,997-8.1% | $4,212+74.4% |
| Admin fee / account holder | $265 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |