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 |
|---|---|---|
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $52,516 |
VITECH SYSTEMS GROUP9+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $45,959 |
MARY DELANEY CERETTO5 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $40,681 |
JEFFREY HOFF5 years Service code 30 · EIN 36-3319994 | Employee (plan) | $35,116 |
ROSANNE LACALAMITA5 years Service code 30 · EIN 36-3319994 | Employee (plan) | $32,045 |
MERCER4 years Service code 27 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $27,671 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $22,201 |
LANER MUCHIN9+ years Service code 29 · EIN 36-3088463 | Legal | $14,873 |
RIVERBRIDGE PARTNERS4 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $10,807 |
Filed as: LA SALLE CONSULTING PARTNERS INC Service code 16 200 WEST MADISON ST, SUITE 940 · CHICAGO, IL 60606 | Consulting | $10,622 |
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 | $29,503 | $48,698-39.4% | $93,606-68.5% | $199,593-85.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 13.79% | 15.34%-1.5pp | 133.20%-119.4pp | 34.25%-20.5pp |
| Employer contribution / active EE | $5,294 | $1,135+366.4% | $2,420+118.8% | $3,034+74.5% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $473 | $195+142.6% | $8,285-94.3% | $269+76.1% |