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 | $96,429 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $56,313 |
ALIX PARTNERS9+ years Service code 34 · EIN 38-3637158 | Direct payment from the plan; Valuati... | $54,644 |
Filed as: SAWGRASS Service code 28 · EIN 59-3488505 | Investment Management | $35,600 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 28 · EIN 59-3676225 | Investment Management | $25,000 |
PLANTE & MORAN, PLLC1 year Service code 49 · EIN 33-1498605 | Other Services | $24,500 |
PNC BANK, N.A.5 years Filed as: PNC Service code 18 · EIN 25-1211909 | Custodial (other than securities); Di... | $22,857 |
BLUERIDGE ESOP ASSOCIATES2 years Service code 15 · EIN 13-4238973 | Recordkeeping | $14,969 |
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 | $621,255 | $82,917+649.2% | $103,333+501.2% | $77,643+700.1% |
| Participation rate | 99.1% | 71.6%+27.6pp | 74.5%+24.6pp | 70.6%+28.5pp |
| Annual return | 20.25% | 19.13%+1.1pp | 24.88%-4.6pp | 31.24%-11.0pp |
| Employer contribution / active EE | $2,297 | $3,552-35.3% | $3,868-40.6% | $2,726-15.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $320 | $638-49.8% | $8,355-96.2% | $430-25.6% |