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 | $362,874 |
AMERICAN FUNDS9+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROU Service code 27 · EIN 26-4789150 | Advisory (Plan) | $75,000 |
MMA SECURITIES LLC7 years Filed as: MARSH USA, INC. Service code 49 · EIN 36-1436000 | Other Services | $38,829 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $25,600 |
MCDERMOTT WILL & EMERY LLP9+ years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $22,435 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,365 | $136,310-13.9% | $98,439+19.2% | $103,482+13.4% |
| Participation rate | 95.2% | 89.2%+6.0pp | 75.2%+20.1pp | 73.3%+22.0pp |
| Annual return | 18.07% | 19.67%-1.6pp | 21.16%-3.1pp | 33.11%-15.0pp |
| Employer contribution / active EE | $2,364 | $4,714-49.8% | $3,048-22.4% | $3,208-26.3% |
| Participant deferral / active EE | $8,976 | $7,358+22.0% | $4,738+89.5% | $5,207+72.4% |
| Admin fee / account holder | $69 | $76-8.8% | $8,948-99.2% | $114-39.2% |