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 4766+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $53,312 |
WAMPLER & ASSOCIATES, LLC6+ years Service code 10 · EIN 32-0106897 | Accounting | $38,182 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $19,593 |
FGMK, LLC6+ years Service code 10 · EIN 36-2929601 | Accounting | $10,950 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $10,125 |
STEWART C. MILLER & CO., INC.6+ 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 | $8,127 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 19 · EIN 36-3828094 | Securities Custodian | $7,546 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 52-6218800 | Securities Custodian | $7,474 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $6,940 |
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 | $12,423 | $47,634-73.9% | $90,404-86.3% | $90,288-86.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 9.55% | 19.61%-10.1pp | 1293.02%-1283.5pp | 53.97%-44.4pp |
| Employer contribution / active EE | $1,326 | $1,749-24.2% | $3,262-59.3% | $2,524-47.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $73 | $106-31.4% | $5,611-98.7% | $114-36.2% |