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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE BANK AND TRUST COMPANY Service code 24 401 CLINTON ST · DEFIANCE, OH 43512 | Discretionary Trustee | $41,355 |
USI CONSULTING GROUP4 years Service code 13 · EIN 06-1053228 | Contract Administrator | $15,304 |
RAMSEY SOLUTIONS2 years Service code 26 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Advisory (Participants) | $7,455 |
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 | $60,122 | $55,371+8.6% | $95,585-37.1% | $74,304-19.1% |
| Participation rate | 70.6% | 53.8%+16.8pp | 72.1%-1.5pp | 60.3%+10.2pp |
| Annual return | 12.66% | 24.26%-11.6pp | 38.56%-25.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,493 | $1,437+3.9% | $2,527-40.9% | $2,241-33.4% |
| Participant deferral / active EE | $3,943 | $2,955+33.4% | $4,023-2.0% | $3,767+4.7% |
| Admin fee / account holder | $356 | $2,620-86.4% | $6,127-94.2% | $2,969-88.0% |