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 |
|---|---|---|
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $46,105 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $32,347 |
M. KALUZA3 years Service code 30 · EIN 32-0047529 | Employee (plan) | $29,641 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $23,215 |
REGIONS BANK3 years Filed as: REGIONS INSTITUTIONAL SERVICES Service code 19 · EIN 63-0935103 | Securities Custodian | $21,275 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $18,426 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $16,174 |
JOHNSON & KROL, LLC2 years Service code 29 · EIN 36-4342024 | Legal | $15,389 |
ASCENSUS LLC3 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $10,584 |
Service code 15 · EIN 35-1820020 | Recordkeeping | $5,750 |
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 | $185,018 | $64,119+188.6% | $112,228+64.9% | $66,914+176.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -2.98% | -13.81%+10.8pp | 27.45%-30.4pp | 1.58%-4.6pp |
| Employer contribution / active EE | $17,621 | $3,005+486.3% | $3,635+384.8% | $2,544+592.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $618 | $625-1.1% | $6,410-90.4% | $593+4.2% |