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: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $334,106 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $112,077 |
Service code 19 · EIN 13-3257590 | Securities Custodian | $90,567 |
STATE STREET GLOBAL ADVISORS7+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $20,608 |
WELLS FARGO BANK, N.A.7+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $17,368 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $9,710 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120528 | Legal | $8,614 |
PLUMBERS LOCAL UNION NO. 6907+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,534 |
Service code 10 · EIN 23-2586736 | Accounting | $7,490 |
KANG HAGGERTY & FETBROYT4 years Service code 29 · EIN 46-2513534 | Legal | $6,253 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,301 | $88,770-2.8% | $109,143-20.9% | $93,030-7.2% |
| Participation rate | 98.1% | 81.5%+16.6pp | 75.9%+22.2pp | 73.9%+24.2pp |
| Annual return | 9.81% | 60.64%-50.8pp | 25.75%-15.9pp | 158.70%-148.9pp |
| Employer contribution / active EE | $8,392 | $3,780+122.0% | $3,722+125.5% | $2,706+210.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $502 | $172+191.2% | $6,752-92.6% | $152+230.9% |