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 37 · EIN 04-2647786 | Loan Processing | $335,900 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $126,399 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 16 · EIN 26-4789150 | Consulting | $75,000 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $65,504 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $32,420 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $17,556 |
Employer contribution per participant 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 | $83,523 | $120,005-30.4% | $68,509+21.9% | $67,505+23.7% |
| Participation rate | 95.1% | 87.9%+7.2pp | 74.7%+20.4pp | 71.2%+23.9pp |
| Annual return | -0.57% | 2.25%-2.8pp | 8.27%-8.8pp | 6.52%-7.1pp |
| Employer contribution / active EE | $875 | $4,267-79.5% | $2,278-61.6% | $2,173-59.7% |
| Participant deferral / active EE | $5,136 | $6,452-20.4% | $3,382+51.9% | $3,597+42.8% |
| Admin fee / account holder | $74 | $71+3.1% | $5,275-98.6% | $56+30.9% |