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 |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI INSTITUTIONAL GROUP Service code 27 190 S. LASALLE STREET · CHICAGO, IL 60603 | Advisory (Plan) | $90,638 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BENEFITS CORP. Service code 11 3150 US ROUTE 60 · ONA, WV 25545 | Actuarial | $35,154 |
VOYRS, SATER, SEYMOUR, AND PEASE4+ years Service code 29 EAST GAY STREET · COLUMBUS, OH 43215 | Legal | $25,058 |
NILES LANKFORD GROUP, INC.1 year Filed as: NILES LANKFORD GROUP Service code 13 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Contract Administrator | $17,944 |
Filed as: GRAY, GRIFFITH, & MAYS Service code 10 707 VIRGINIA ST. E #400 · CHARLESTON, WV 25301 | Accounting | $8,249 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES, IN Service code 23 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Direct payment from the plan; Other s... | $6,494 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI Service code 29 5078 WOOSTER ROAD, SUITE 400 · CINCINNATI, OH 45226 | Legal | $1,728 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,963 | $56,443-43.4% | $83,848-61.9% | $55,725-42.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -5.20% | 393.67%-398.9pp | 850.88%-856.1pp | 244.93%-250.1pp |
| Employer contribution / active EE | $5,666 | $2,682+111.3% | $3,631+56.1% | $2,078+172.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $283 | $156+80.9% | $5,478-94.8% | $115+145.4% |