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: EAGLE CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3361201 | Advisory (Plan) | $102,311 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $66,630 |
PNC BANK, N.A.4+ years Filed as: PNC CUSTODIAN Service code 19 · EIN 25-1211909 | Securities Custodian | $55,003 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $45,164 |
FMI CORPORATION4+ years Filed as: FMI FIDUCIARY MANAGEMENT Service code 27 · EIN 39-1346018 | Advisory (Plan) | $31,555 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
CROWE LLP4+ years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $26,000 |
Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $25,563 |
ALIX PARTNERS4+ years Service code 34 · EIN 38-3637158 | Direct payment from the plan; Valuati... | $25,539 |
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 | $528,263 | $66,601+693.2% | $92,893+468.7% | $67,579+681.7% |
| Participation rate | 97.8% | 72.5%+25.4pp | 76.0%+21.8pp | 71.3%+26.6pp |
| Annual return | 17.77% | 92.58%-74.8pp | 109.41%-91.6pp | 378.56%-360.8pp |
| Employer contribution / active EE | $4,983 | $2,775+79.5% | $3,653+36.4% | $2,148+132.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $549 | $199+176.1% | $5,794-90.5% | $142+285.9% |