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.9+ years Service code 28 · EIN 39-1346018 | Investment Management | $223,142 |
BENESYS, INC.8 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $165,809 |
CHRISTENSEN, JAMES & MARTIN7 years Filed as: CHRISTENSEN JAMES & MARTIN, CHTD. Service code 29 · EIN 88-0330040 | Legal | $155,312 |
RUBINBROWN LLP7 years Service code 10 · EIN 43-0765316 | Accounting | $52,409 |
ALSWEET ASSOCIATES9+ years Service code 10 · EIN 95-2766134 | Accounting | $38,933 |
Service code 14 · EIN 46-4942970 | Plan Administrator | $22,521 |
MMA SECURITIES LLC1 year Filed as: MARSH AND MCLENNAN AGENCY Service code 22 · EIN 36-2668272 | Insurance Broker | $17,474 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $10,699 |
BMO HARRIS BANK NA6 years Service code 19 · EIN 36-2085229 | Securities Custodian | $10,456 |
Service code 22 · EIN 13-2941133 | Insurance Broker | $5,480 |
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 | $12,013 | $88,480-86.4% | $96,683-87.6% | $80,160-85.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.92% | 22.53%-10.6pp | 35.69%-23.8pp | 40.38%-28.5pp |
| Employer contribution / active EE | $3,547 | $4,176-15.1% | $3,737-5.1% | $2,978+19.1% |
| Participant deferral / active EE | $64 | $3,959-98.4% | $4,878-98.7% | $5,017-98.7% |
| Admin fee / account holder | $105 | $212-50.3% | $6,730-98.4% | $145-27.5% |