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 |
|---|---|---|
Service code 15 3700 KOPPERS STREET · BALTIMORE, MD 21227 | Recordkeeping | $53,788 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $43,603 |
MARY DELANEY CERETTO6 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $42,082 |
CHRISTINE KING1 year Filed as: CHRISTINE USON Service code 30 · EIN 36-3319994 | Employee (plan) | $38,267 |
JEFFREY HOFF6 years Service code 30 · EIN 36-3319994 | Employee (plan) | $36,064 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $34,385 |
ROSANNE LACALAMITA6 years Service code 30 · EIN 36-3319994 | Employee (plan) | $32,867 |
TRACY VARI1 year Service code 30 · EIN 36-3319994 | Employee (plan) | $30,545 |
MERCER5 years Service code 27 155 N. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $28,886 |
RIVERBRIDGE PARTNERS5 years Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $16,715 |
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 | $35,247 | $56,102-37.2% | $101,794-65.4% | $102,872-65.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 69.2%+30.8pp | 73.0%+27.0pp |
| Annual return | 7.03% | 14.06%-7.0pp | 30.53%-23.5pp | 19.06%-12.0pp |
| Employer contribution / active EE | $5,831 | $1,380+322.5% | $2,289+154.7% | $3,526+65.4% |
| Participant deferral / active EE | $0 | $2,801-100.0% | $4,084-100.0% | $5,535-100.0% |
| Admin fee / account holder | $514 | $262+96.1% | $8,777-94.1% | $292+75.9% |