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 |
|---|---|---|
B BELL/P ROZELLE NFL PLAYER RET PL10+ years Service code 13 · EIN 13-6043636 | Contract Administrator | $1,048,351 |
PFM ADVISORS4 years Filed as: PFM ASSET MANAGEMENT, LLC Service code 27 · EIN 23-3087064 | Advisory (Plan) | $821,925 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $753,305 |
EARNEST PARTNERS, LLC4 years Service code 28 · EIN 58-2386669 | Investment Management | $661,877 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $344,301 |
ALIGHT SOLUTIONS LLC7 years Filed as: ALIGHT SOLUTIONS, LLC Service code 50 · EIN 82-1061233 | Direct Payment | $331,669 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 | Investment Management | $294,796 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $263,535 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISERS LTD PARTNERSHIP Service code 28 · EIN 04-3118582 | Investment Management | $234,688 |
Service code 28 · EIN 22-2774695 | Investment Management | $120,549 |
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.
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 | $280,129 | $62,544+347.9% | $129,207+116.8% | $199,593+40.4% |
| Participation rate | 72.3% | 56.8%+15.5pp | 69.6%+2.6pp | 72.0%+0.3pp |
| Annual return | 10.17% | 16.95%-6.8pp | 9417.33%-9407.2pp | 34.25%-24.1pp |
| Employer contribution / active EE | $64,540 | $2,394+2595.6% | $4,153+1454.0% | $3,034+2027.0% |
| Participant deferral / active EE | $0 | $3,123-100.0% | $4,168-100.0% | $5,087-100.0% |
| Admin fee / account holder | $840 | $167+403.2% | $7,715-89.1% | $269+212.4% |