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 |
|---|---|---|
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Float revenue; Custodial (other than ... | $34,772 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $18,398 |
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $18,000 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $16,500 |
BAKER & BOTTS2+ years Service code 29 · EIN 74-1195457 | Legal | $9,929 |
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 | $6,585 | $82,279-92.0% | $77,999-91.6% | $63,975-89.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 75.5%+24.5pp | 71.1%+28.9pp |
| Annual return | 5.46% | 11.20%-5.7pp | 425.96%-420.5pp | 48.65%-43.2pp |
| Employer contribution / active EE | $1,648 | $3,297-50.0% | $2,470-33.3% | $2,182-24.5% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $18 | $81-77.9% | $5,480-99.7% | $70-74.4% |