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) | $140,085 |
Filed as: JPMCB Service code 27 · EIN 13-4994650 | Advisory (Plan) | $119,758 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $48,820 |
ALIX PARTNERS7+ years Service code 34 · EIN 38-3637158 | Valuation (appraisals, etc.); Direct ... | $47,215 |
SAWGRASS ASSET MANAGEMENT4 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $42,046 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $30,000 |
PNC BANK, N.A.3 years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $25,643 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $20,900 |
CROWE LLP7+ years Filed as: CROWE Service code 15 · EIN 35-0921680 | Recordkeeping | $12,255 |
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 | $561,829 | $106,236+428.8% | $112,228+400.6% | $64,808+766.9% |
| Participation rate | 96.0% | 71.7%+24.4pp | 75.1%+21.0pp | 71.5%+24.6pp |
| Annual return | 5.57% | -6.02%+11.6pp | 27.45%-21.9pp | 32.82%-27.2pp |
| Employer contribution / active EE | $2,501 | $3,166-21.0% | $3,635-31.2% | $2,506-0.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $529 | $452+17.1% | $6,410-91.7% | $188+181.7% |