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 4769+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $50,796 |
WAMPLER & ASSOCIATES, LLC9+ years Service code 10 · EIN 32-0106897 | Accounting | $50,404 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $18,504 |
CUNI, RUST & STRENK2 years Filed as: CUNI RUST & STRENK, INC. Service code 15 4555 LAKE FOREST DR · CINCINNATI, OH 45202 | Recordkeeping | $16,000 |
Filed as: JACOBS BURNS ORLOVE & HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $15,464 |
Filed as: STRATEGIC CAPITAL INVESTMENT Service code 27 · EIN 36-4268991 | Advisory (Plan) | $12,000 |
FGMK, LLC9+ years Service code 10 · EIN 36-2929601 | Accounting | $11,929 |
Filed as: WASHINGTON CAPITAL Service code 27 1200 SIXTH AVENUE · SEATTLE, WA 98101 | Advisory (Plan) | $9,888 |
Filed as: MESIROW INSURANCE Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $6,073 |
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 | $13,432 | $52,660-74.5% | $86,612-84.5% | $80,160-83.2% |
| Participation rate | 100.0% | 62.4%+37.6pp | 71.7%+28.3pp | 72.9%+27.1pp |
| Annual return | 11.72% | 24.87%-13.2pp | 591.07%-579.4pp | 40.38%-28.7pp |
| Employer contribution / active EE | $1,127 | $2,140-47.3% | $3,022-62.7% | $2,978-62.1% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $84 | $113-25.2% | $5,614-98.5% | $145-41.8% |