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 |
|---|---|---|
Filed as: MAI CAPITAL MANAGEMENT Service code 26 · EIN 27-1099169 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Participants) | $17,309 |
PAYCHEX, INC.5 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,923 | $93,571-34.9% | $135,903-55.2% | $75,163-18.9% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.6pp | 67.2%+24.3pp |
| Annual return | 20.51% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,110 | $3,537-40.3% | $4,856-56.6% | $2,670-21.0% |
| Participant deferral / active EE | $6,325 | $6,404-1.2% | $7,758-18.5% | $4,125+53.3% |
| Admin fee / account holder | $271 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |