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: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $97,915 |
CALLAN LLC5+ years Filed as: CALLAN ASSOCIATES, INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $38,715 |
BMO HARRIS BANK NA4+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Float revenue; Custodial (other than ... | $32,711 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $20,000 |
WILSON-MCSHANE CORPORATION5+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $16,618 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867445 | Investment Management | $7,756 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,666 | $156,529-92.5% | $93,606-87.5% | $82,204-85.8% |
| Participation rate | 100.0% | 86.5%+13.5pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 15.13% | 20.36%-5.2pp | 32.76%-17.6pp | 26.31%-11.2pp |
| Employer contribution / active EE | $2,098 | $4,800-56.3% | $2,718-22.8% | $2,707-22.5% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $4,069-100.0% | $4,246-100.0% |
| Admin fee / account holder | $28 | $65-56.3% | $7,888-99.6% | $76-62.6% |