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 |
|---|---|---|
KAREN MEIFERT4+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $73,839 |
GREGORIO MARCO4+ years Service code 29 · EIN 36-4028033 | Legal | $69,608 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,059 |
MARQUETTE ASSOCIATES1 year Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $43,333 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $37,900 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $30,291 |
MORGAN LEWIS1 year Service code 29 · EIN 23-0891050 | Legal | $21,389 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $10,386 |
RICHARD J. WOLF & COMPANY3 years Filed as: RICHARD WOLF & CO Service code 10 · EIN 36-3182363 | Accounting | $8,198 |
BASYS1 year Filed as: BASYS, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $7,542 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,210 | $66,051+116.8% | $92,893+54.2% | $77,787+84.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 1.94% | 20.69%-18.8pp | 109.41%-107.5pp | 32.57%-30.6pp |
| Employer contribution / active EE | $14,554 | $3,426+324.8% | $3,653+298.4% | $2,504+481.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $184 | $148+24.8% | $5,794-96.8% | $100+84.3% |