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 |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $95,118 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $50,018 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO. INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $24,119 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $16,844 |
JBM COMPUTER CONSULTANTS2+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $12,607 |
THE LONDON COMPANY2+ years Service code 28 · EIN 90-0824693 | Investment Management | $7,635 |
COLUMBIA2+ years Filed as: COLUMBIA MGT INVESTMENT ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $7,001 |
Service code 29 · EIN 22-1973215 | Legal | $4,512 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,099 | $39,819+20.8% | $67,834-29.1% | $57,658-16.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 7.75% | 9.19%-1.4pp | 138.47%-130.7pp | 5.13%+2.6pp |
| Employer contribution / active EE | $7,358 | $1,277+476.3% | $2,403+206.2% | $1,974+272.8% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $923 | $84+1004.0% | $4,622-80.0% | $95+876.6% |