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 |
|---|---|---|
Filed as: TIC MIDWEST, LLC Service code 14 · EIN 13-2600875 | Plan Administrator | $182,800 |
WILLIAMS MCCARTHY, LLP10+ years Service code 29 · EIN 20-5568874 | Legal | $176,303 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $158,079 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 28 · EIN 36-4169967 | Investment Management | $144,557 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $133,339 |
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $133,000 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $76,524 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $21,744 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,335 | $140,769-61.4% | $107,525-49.5% | $140,769-61.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 12.25% | 16.82%-4.6pp | 181.32%-169.1pp | 16.82%-4.6pp |
| Employer contribution / active EE | $2,636 | $3,906-32.5% | $3,754-29.8% | $3,906-32.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $94 | $229-59.0% | $8,919-98.9% | $229-59.0% |