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 ASSOCIATES5 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $48,791 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $26,367 |
LEGACY PROFESSIONALS LLP4 years Service code 10 · EIN 32-0043599 | Accounting | $23,546 |
JOHNSON & KROL, LLC4 years Service code 29 · EIN 36-4342024 | Legal | $15,636 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $15,100 |
REGIONS BANK5 years Filed as: REGIONS INSTITUTIONAL SERVICES Service code 19 · EIN 63-0935103 | Securities Custodian | $13,073 |
ASCENSUS LLC5 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $10,410 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $9,914 |
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 | $197,960 | $82,917+138.7% | $103,333+91.6% | $77,643+155.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 12.85% | 19.13%-6.3pp | 24.88%-12.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $18,695 | $3,552+426.4% | $3,868+383.3% | $2,726+585.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $492 | $638-22.9% | $8,355-94.1% | $430+14.3% |