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 |
|---|---|---|
MEKETA INVESTMENT GROUP6+ years Service code 17 · EIN 04-2659023 525 W. MONROE ST, 560 · CHICAGO, IL 60661 | Pension Consulting | $75,000 |
Service code 29 · EIN 39-1126909 233 S. WACKER, STE 9400 · CHICAGO, IL 60606 | Legal | $48,300 |
TIC INTERNATIONAL CORPORATION6+ years Filed as: TIC INTERNATIONAL Service code 17 · EIN 13-2600875 6825 CENTURION DRIVE · LANSING, MI 48917 | Pension Consulting | $38,470 |
KOVITZ INVESTMENT GROUP6+ years Service code 27 · EIN 91-2198169 115 SOUTH LASALLE ST. 27F · CHICAGO, IL 60603 | Advisory (Plan) | $34,965 |
ERIC J. FERNANDEZ & CO.6+ years Service code 10 · EIN 36-3141842 895 WEST MAIN ST. · WEST DUNDEE, IL 60118 | Accounting | $22,683 |
IBEW LOCAL 4616+ years Service code 13 · EIN 36-1264165 | Contract Administrator | $11,957 |
TRICON XI B LP6+ years Service code 99 · EIN 46-3560265 | Other Fees | $10,982 |
Filed as: RICHARD J. WOLF CO. Service code 10 · EIN 36-3182363 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $5,172 |
Filed as: NEW YORK LIFE TRUST COMPANY Service code 15 · EIN 13-5582869 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $2,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,093 | $52,670+448.9% | $90,404+219.8% | $73,409+293.8% |
| Participation rate | 48.5% | 67.7%-19.2pp | 72.7%-24.2pp | 72.2%-23.7pp |
| Annual return | 12.53% | 20.70%-8.2pp | 1293.02%-1280.5pp | 59.29%-46.8pp |
| Employer contribution / active EE | $6,693 | $1,872+257.6% | $3,262+105.2% | $2,234+199.6% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $367 | $117+214.6% | $5,611-93.5% | $158+132.7% |