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 | $488,033 |
AMERICAN FUNDS3+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
MCDERMOTT WILL & EMERY LLP3+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $42,217 |
MMA SECURITIES LLC1 year Filed as: MARSH USA, INC. Service code 23 · EIN 36-6056987 | Insurance services | $39,512 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1357951 | Accounting | $24,460 |
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 | $115,293 | $2,226,388-94.8% | $91,001+26.7% | $177,276-35.0% |
| Participation rate | 96.7% | 85.1%+11.5pp | 75.6%+21.1pp | 74.8%+21.8pp |
| Annual return | 16.55% | 20.16%-3.6pp | 4.60%+12.0pp | 21.25%-4.7pp |
| Employer contribution / active EE | $1,320 | $4,139-68.1% | $2,456-46.2% | $2,479-46.7% |
| Participant deferral / active EE | $7,091 | $6,423+10.4% | $3,547+99.9% | $3,881+82.7% |
| Admin fee / account holder | $91 | $1,921-95.3% | $5,417-98.3% | $154-41.0% |