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 ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $50,377 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 15 · EIN 91-0675641 | Recordkeeping | $28,270 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $24,254 |
DA DAVIDSON & CO1 year Filed as: J. DAVIDSON Service code 30 · EIN 32-0047529 | Employee (plan) | $24,065 |
JOHNSON & KROL, LLC5 years Service code 29 · EIN 36-4342024 | Legal | $23,101 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $22,834 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $21,941 |
LEGACY PROFESSIONALS LLP5 years Service code 10 · EIN 32-0043599 | Accounting | $20,840 |
ASB CAPITAL MANAGEMENT6 years Service code 28 · EIN 80-0618452 | Investment Management | $7,472 |
ASCENSUS LLC6 years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $6,403 |
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 | $216,518 | $95,880+125.8% | $107,525+101.4% | $85,563+153.1% |
| Participation rate | 95.5% | 70.1%+25.3pp | 75.1%+20.4pp | 66.0%+29.5pp |
| Annual return | 8.45% | 68.06%-59.6pp | 181.32%-172.9pp | 31.51%-23.1pp |
| Employer contribution / active EE | $14,015 | $3,812+267.6% | $3,754+273.4% | $2,654+428.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $621 | $1,025-39.5% | $8,919-93.0% | $834-25.6% |