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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT Service code 26 · EIN 61-1495162 6050 OAK TREE BLVD · INDEPENDENCE, OH 44131 | Advisory (Participants) | $21,171 |
PAYCHEX, INC.6 years Service code 13 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Contract Administrator | $19,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,859 | $102,317-28.8% | $146,958-50.4% | $80,856-9.9% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 14.37% | 134.76%-120.4pp | 418.34%-404.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,181 | $3,713-41.3% | $4,933-55.8% | $2,755-20.8% |
| Participant deferral / active EE | $6,955 | $6,644+4.7% | $8,070-13.8% | $4,296+61.9% |
| Admin fee / account holder | $348 | $7,941-95.6% | $12,998-97.3% | $6,918-95.0% |