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 |
|---|---|---|
JACKSON SQUARE PARTNERS2+ years Filed as: JACKSON NATIONAL LIFE INSURANCE COM Service code 22 · EIN 38-1659835 | Insurance Broker | $57,468 |
ALLIANZ GLOBAL INVESTORS2+ years Filed as: ALLIANZ Service code 28 · EIN 41-1366075 | Investment Management | $40,104 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $30,536 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3523567 | Investment Management | $24,745 |
NATIONWIDE2+ years Service code 38 · EIN 31-4156830 | Participant Communication | $24,215 |
RAYMOND JAMES FINANCIAL SERVICES2+ years Service code 28 · EIN 59-1531281 | Investment Management | $21,528 |
Filed as: PRUDENTIAL SECURITIES Service code 28 · EIN 22-1211670 | Investment Management | $13,663 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 · EIN 13-2638166 | Investment Management | $3,177 |
BLUE BENEFITS CONSULTING, INC.2+ years Filed as: BLUE BENEFITS CONSULTING Service code 64 · EIN 35-1907899 | Recordkeeping Fees | $1,875 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA ADVISORS LLC Service code 28 · EIN 95-2834236 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,034 | $46,732+319.5% | $156,549+25.2% | $55,167+255.3% |
| Participation rate | 98.1% | 65.8%+32.4pp | 84.0%+14.1pp | 69.0%+29.2pp |
| Annual return | 6.37% | 17.72%-11.3pp | 32.23%-25.9pp | 169.23%-162.9pp |
| Employer contribution / active EE | $9,213 | $2,105+337.6% | $5,501+67.5% | $1,963+369.4% |
| Participant deferral / active EE | $6,040 | $2,204+174.0% | $4,871+24.0% | $3,054+97.8% |
| Admin fee / account holder | $1,289 | $418+208.1% | $13,027-90.1% | $504+155.8% |