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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Service code 99 · EIN 61-1495162 | Other Fees | $23,358 |
PFK O'CONNOR DAVIES, LLP1 year Service code 99 · EIN 27-1728945 | Other Fees | $13,973 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,645 | $74,927+110.4% | $101,794+54.9% | $84,808+85.9% |
| Participation rate | 94.3% | 61.4%+32.9pp | 69.2%+25.1pp | 68.3%+26.0pp |
| Annual return | 15.94% | 18.70%-2.8pp | 30.53%-14.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,116 | $1,522+301.9% | $2,289+167.2% | $2,631+132.4% |
| Participant deferral / active EE | $10,875 | $3,099+250.9% | $4,084+166.3% | $4,212+158.2% |
| Admin fee / account holder | $97 | $6,514-98.5% | $8,777-98.9% | $7,344-98.7% |