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 GROUP10+ years Service code 17 · EIN 04-2659023 100 LOWDER BROOK DRIVE · WESTWOOD, MA 02090 | Pension Consulting | $115,667 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Filed as: DOLAN, MCENIRY CAPITAL MANAGEMENT Service code 28 · EIN 36-4169967 120 N. LASALLE ST.STE1510 · CHICAGO, IL 60602 | Investment Management | $74,234 |
TIC INTERNATIONAL CORPORATION10+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 6525 CENTURION DRIVE · LANSING, MI 489179275 | Contract Administrator | $61,108 |
Service code 28 · EIN 26-0340395 3 EMBARCADERO CENTER · SAN FRANCISCO, CA 94111 | Investment Management | $40,236 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 PO BOX 770002, SLG6C · CINCINNATI, OH 452770090 | Recordkeeping Fees | $36,828 |
ERIC J. FERNANDEZ & CO.10+ years Filed as: ERIC J. FERNANDEZ & CO. CPA'S Service code 10 · EIN 36-3141842 895 W. MAIN ST. STE 1000 · WEST DUNDEE, IL 60118 | Accounting | $29,875 |
BAUM SIGMAN AUERBACH & NEUMAN, LTD10+ years Filed as: BAUM, SIGMAN AUERBACH & NEUMAN LTD. Service code 29 · EIN 36-2744057 200 W. ADAMS ST. STE 2200 · CHICAGO, IL 606065231 | Legal | $22,520 |
Filed as: RICHARD J. WOLF AND COMPANY Service code 10 P.O. BOX 591 · PALOS PARK, IL 60464 | Accounting | $6,759 |
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.
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 | $390,261 | $103,641+276.5% | $107,525+262.9% | $102,872+279.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.83% | 13.08%-6.3pp | 181.32%-174.5pp | 19.06%-12.2pp |
| Employer contribution / active EE | $21,889 | $5,096+329.5% | $3,754+483.2% | $3,526+520.7% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $358 | $276+29.8% | $8,919-96.0% | $292+22.6% |