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 |
|---|---|---|
FIRST HILL TRUST COMPANY1 year Filed as: FIRST HILL TRUST Service code 15 · EIN 91-1999591 | Recordkeeping | $351,609 |
CALLAN LLC5 years Filed as: CALLAN Service code 27 · EIN 82-2748926 | Advisory (Plan) | $131,615 |
BMO HARRIS BANK NA10+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $92,625 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $64,188 |
LEGACY PROFESSIONALS LLP11+ years Service code 10 · EIN 32-0043599 | Accounting | $48,467 |
MARCO CONSULTING GROUP3 years Filed as: MARCO, MCGUIRE, & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $10,819 |
WILSON-MCSHANE CORPORATION11+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $10,400 |
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 | $30,036 | $117,739-74.5% | $107,525-72.1% | $117,739-74.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 15.19% | 17.29%-2.1pp | 181.32%-166.1pp | 17.29%-2.1pp |
| Employer contribution / active EE | $3,141 | $3,746-16.1% | $3,754-16.3% | $3,746-16.1% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $77 | $112-31.0% | $8,919-99.1% | $112-31.0% |