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.7+ years Service code 28 · EIN 39-1346018 | Investment Management | $226,620 |
BENESYS, INC.6 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $122,805 |
CHRISTENSEN, JAMES & MARTIN5 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $93,850 |
RUBINBROWN LLP5 years Service code 10 · EIN 43-0765316 | Accounting | $39,955 |
ALSWEET ASSOCIATES7+ years Service code 10 · EIN 95-2766134 | Accounting | $15,702 |
MMA SECURITIES LLC3 years Filed as: MARSH AND MCLENNAN AGENCY, LLP Service code 22 · EIN 36-1436000 | Insurance Broker | $13,744 |
MILLIMAN, INC.3 years Filed as: MILLIMAN ADVISORS, LLC Service code 17 · EIN 91-0675641 | Pension Consulting | $13,711 |
BMO HARRIS BANK NA4 years Service code 19 · EIN 36-2085229 | Securities Custodian | $6,967 |
KAUFMANN & GOBLE2 years Filed as: KAUFMANN AND GOBLE ASSOCIATES, Service code 11 · EIN 94-2614826 | Actuarial | $6,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,130 | $88,770-85.2% | $109,143-88.0% | $93,030-85.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.27% | 60.64%-50.4pp | 25.75%-15.5pp | 158.70%-148.4pp |
| Employer contribution / active EE | $3,658 | $3,780-3.2% | $3,722-1.7% | $2,706+35.2% |
| Participant deferral / active EE | $92 | $3,630-97.5% | $4,653-98.0% | $4,562-98.0% |
| Admin fee / account holder | $85 | $172-50.5% | $6,752-98.7% | $152-43.8% |