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 ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $47,488 |
M. KALUZA4 years Service code 30 · EIN 32-0047529 | Employee (plan) | $30,331 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $30,319 |
Service code 15 · EIN 83-2454243 | Recordkeeping | $19,675 |
REGIONS BANK4 years Filed as: REGIONS INSTITUTIONAL SERVICES Service code 19 · EIN 63-0935103 | Securities Custodian | $19,661 |
LEGACY PROFESSIONALS LLP3 years Service code 10 · EIN 32-0043599 | Accounting | $19,516 |
JOHNSON & KROL, LLC3 years Service code 29 · EIN 36-4342024 | Legal | $18,245 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $15,189 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $15,159 |
ASCENSUS LLC4 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $10,668 |
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 | $184,583 | $92,971+98.5% | $96,683+90.9% | $74,419+148.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 0.99% | 37.49%-36.5pp | 35.69%-34.7pp | 34.38%-33.4pp |
| Employer contribution / active EE | $17,513 | $3,426+411.2% | $3,737+368.7% | $2,637+564.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $603 | $633-4.7% | $6,730-91.0% | $348+73.4% |