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 49 · EIN 04-1590850 | Other Services | $122,769 |
DRINKER BIDDLE & REATH LLP2 years Filed as: DRINKER, BIDDLE & REATH Service code 29 · EIN 02-3142309 | Legal | $57,369 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $33,038 |
BARTON WALTER & KRIER PC1 year Filed as: BARTON INTERNATIONAL Service code 16 · EIN 14-1798025 | Consulting | $7,215 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT3 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,402 | $67,703+153.2% | $127,761+34.2% | $65,185+162.9% |
| Participation rate | 99.3% | 74.5%+24.8pp | 79.0%+20.3pp | 70.2%+29.1pp |
| Annual return | 17.31% | 24.36%-7.1pp | 26.14%-8.8pp | 29.38%-12.1pp |
| Employer contribution / active EE | $4,566 | $3,724+22.6% | $4,574-0.2% | $2,177+109.8% |
| Participant deferral / active EE | $6,899 | $4,787+44.1% | $6,021+14.6% | $3,514+96.3% |
| Admin fee / account holder | $788 | $618+27.3% | $9,395-91.6% | $847-7.0% |