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: JPMCB Service code 28 · EIN 13-4994650 | Investment Management | $82,845 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $57,571 |
ALIX PARTNERS10+ years Service code 34 · EIN 38-3637158 | Direct payment from the plan; Valuati... | $56,674 |
MARINER LLC3 years Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 59-3676225 | Investment Management | $47,500 |
SAWGRASS ASSET MANAGEMENT2 years Filed as: SAWGRASS Service code 28 · EIN 59-3488505 | Investment Management | $46,767 |
PLANTE & MORAN, PLLC1 year Filed as: THE PLANTE & MORAN, PLLC Service code 49 · EIN 33-1498605 | Other Services | $35,000 |
PNC BANK, N.A.6 years Filed as: PNC Service code 18 · EIN 25-1211909 | Custodial (other than securities); Di... | $28,181 |
BLUERIDGE ESOP ASSOCIATES3 years Service code 15 · EIN 13-4238973 | Recordkeeping | $16,050 |
Filed as: TAFT, STETTINIUS & HOLLISTER Service code 29 · EIN 31-0541755 | Legal | $9,453 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $642,557 | $95,880+570.2% | $107,525+497.6% | $85,563+651.0% |
| Participation rate | 98.0% | 70.1%+27.8pp | 75.1%+22.9pp | 66.0%+32.0pp |
| Annual return | 19.21% | 68.06%-48.8pp | 181.32%-162.1pp | 31.51%-12.3pp |
| Employer contribution / active EE | $2,123 | $3,812-44.3% | $3,754-43.4% | $2,654-20.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $345 | $1,025-66.4% | $8,919-96.1% | $834-58.6% |