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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $41,118 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE AND ASSOCIATES Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,948 |
PLUMBERS LOCAL UNION 2104+ years Service code 14 · EIN 35-2116536 | Plan Administrator | $27,174 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $22,347 |
NORTHERN TRUST COMPANY4+ years Service code 28 · EIN 36-1561860 | Investment Management | $15,138 |
REGIONS BANK4+ years Filed as: REGIONS Service code 19 · EIN 63-0935103 | Securities Custodian | $14,759 |
ASCENSUS LLC4+ years Filed as: ASCENSUS, INC Service code 15 · EIN 11-3665754 | Recordkeeping | $10,044 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER AND ASSOCIATES Service code 15 · EIN 35-1820020 | Recordkeeping | $7,453 |
Filed as: PAUL T. BERKOWITZ AND ASSOCIATES Service code 29 · EIN 36-3780998 | Legal | $6,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,120 | $63,114+136.3% | $92,893+60.5% | $65,185+128.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 0.10% | 28.75%-28.7pp | 109.41%-109.3pp | 29.38%-29.3pp |
| Employer contribution / active EE | $14,870 | $2,571+478.5% | $3,653+307.1% | $2,177+583.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $661 | $624+6.0% | $5,794-88.6% | $847-22.0% |