See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BENEFITS MANAGEMENT GROUP, INC.7+ years Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 14 · EIN 20-0188125 | Plan Administrator | $67,200 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 17 · EIN 36-4001764 | Pension Consulting | $46,575 |
GREGORIO MARCO1 year Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $45,075 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $29,983 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $9,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,284 | $95,918+49.4% | $151,611-5.5% | $77,904+83.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -4.75% | -5.50%+0.8pp | 3.33%-8.1pp | 12.21%-17.0pp |
| Employer contribution / active EE | $7,804 | $4,330+80.2% | $6,166+26.6% | $2,848+174.1% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $115 | $93+23.8% | $11,616-99.0% | $133-12.9% |