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 |
|---|---|---|
STUDIO MECHANICS LOCAL 4761+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $41,321 |
WAMPLER & ASSOCIATES, LLC1+ years Service code 10 · EIN 32-0106897 | Accounting | $22,257 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,425 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,311 |
FGMK, LLC1+ years Service code 10 · EIN 36-2929601 | Accounting | $9,224 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $9,000 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $8,075 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 27 · EIN 22-1146430 | Advisory (Plan) | $7,890 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Insurance services; Direct payment fr... | $5,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,220-100.0% | $73,843-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 73.4%-73.4pp | 69.4%-69.4pp |
| Annual return | 1.80% | 3.36%-1.6pp | 2267.84%-2266.0pp | 5.51%-3.7pp |
| Employer contribution / active EE | $1,053 | $1,480-28.8% | $2,787-62.2% | $2,098-49.8% |
| Participant deferral / active EE | $0 | $2,035-100.0% | $3,583-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-100.0% | $4,880-100.0% | $92-100.0% |