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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.5+ years Service code 28 · EIN 39-1346018 | Investment Management | $144,182 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $118,589 |
CHRISTENSEN, JAMES & MARTIN3 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $85,039 |
RUBINBROWN LLP3 years Service code 10 · EIN 43-0765316 | Accounting | $36,533 |
RAEL & LETSON4 years Service code 11 · EIN 94-1701048 | Actuarial | $16,691 |
MILLIMAN, INC.1 year Filed as: MILLIMAN ADVISORS, LLC Service code 17 · EIN 91-0675641 | Pension Consulting | $12,924 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN AGENCY, LLP Service code 22 · EIN 36-1436000 | Insurance Broker | $9,913 |
BMO HARRIS BANK NA2 years Service code 19 · EIN 36-2085229 | Securities Custodian | $6,483 |
Service code 29 · EIN 83-2856417 | Legal | $6,035 |
ALSWEET ASSOCIATES5+ years Service code 10 · EIN 95-2766134 | Accounting | $5,700 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,210 | $66,051-83.0% | $92,893-87.9% | $77,787-85.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.38% | 20.69%-3.3pp | 109.41%-92.0pp | 32.57%-15.2pp |
| Employer contribution / active EE | $3,397 | $3,426-0.8% | $3,653-7.0% | $2,504+35.6% |
| Participant deferral / active EE | $54 | $3,013-98.2% | $4,236-98.7% | $3,967-98.6% |
| Admin fee / account holder | $82 | $148-44.7% | $5,794-98.6% | $100-18.2% |