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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Service code 27 · EIN 22-3361201 | Advisory (Plan) | $78,174 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $51,966 |
PNC BANK, N.A.2+ years Filed as: PNC CUSTODIAN Service code 19 · EIN 25-1211909 | Securities Custodian | $48,846 |
ALIX PARTNERS2+ years Service code 34 · EIN 38-3637158 | Valuation (appraisals, etc.); Direct ... | $46,861 |
FMI CORPORATION2+ years Filed as: FMI FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $37,736 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,469 |
DANA INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1512278 | Advisory (Plan) | $34,703 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
CROWE LLP2+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $29,054 |
SAWGRASS ASSET MANAGEMENT2+ years Filed as: SAWGRASS ASSET MANAGEMENT, LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $17,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $429,536 | $60,545+609.4% | $92,233+365.7% | $69,631+516.9% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.5%+19.8pp | 70.7%+25.6pp |
| Annual return | 19.30% | 19.71%-0.4pp | 176.28%-157.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $4,307 | $2,633+63.6% | $3,679+17.1% | $2,032+111.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $640 | $145+341.8% | $5,194-87.7% | $110+479.1% |