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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC - INVESTMENT MANAGMENT Service code 15 · EIN 25-1211909 | Recordkeeping | $114,371 |
ALIX PARTNERS8+ years Service code 34 · EIN 38-3637158 | Valuation (appraisals, etc.); Direct ... | $52,185 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $51,947 |
Filed as: EAGLE CAPITAL Service code 28 · EIN 22-3361201 | Investment Management | $40,734 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 59-3676225 | Investment Management | $30,000 |
SAWGRASS ASSET MANAGEMENT5 years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 28 · EIN 59-3488505 | Investment Management | $29,645 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN PLLC Service code 49 · EIN 38-1357951 | Other Services | $22,500 |
Filed as: JPMCB Service code 28 · EIN 13-4994650 | Investment Management | $16,454 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $13,267 |
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 | $563,971 | $92,971+506.6% | $96,683+483.3% | $74,419+657.8% |
| Participation rate | 96.9% | 71.5%+25.3pp | 74.3%+22.6pp | 70.7%+26.2pp |
| Annual return | 14.28% | 37.49%-23.2pp | 35.69%-21.4pp | 34.38%-20.1pp |
| Employer contribution / active EE | $2,309 | $3,426-32.6% | $3,737-38.2% | $2,637-12.4% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $385 | $633-39.2% | $6,730-94.3% | $348+10.6% |