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 4765+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $56,291 |
WAMPLER & ASSOCIATES, LLC5+ years Service code 10 · EIN 32-0106897 | Accounting | $35,266 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $16,775 |
FGMK, LLC5+ years Service code 10 · EIN 36-2929601 | Accounting | $10,747 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $9,875 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 19 · EIN 36-3828094 | Securities Custodian | $7,473 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $7,364 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $7,359 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Insurance services; Direct payment fr... | $6,054 |
STEWART C. MILLER & CO., INC.5+ years Filed as: STEWART C. MILLER Service code 15 · EIN 35-1820020 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,850 | $44,794-75.8% | $90,281-88.0% | $77,787-86.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 15.31% | 28.23%-12.9pp | 78.10%-62.8pp | 32.57%-17.3pp |
| Employer contribution / active EE | $1,794 | $1,809-0.8% | $2,854-37.2% | $2,504-28.4% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $68 | $94-28.3% | $5,351-98.7% | $100-32.3% |