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 |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC2 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $146,581 |
CALLAN LLC1 year Service code 27 · EIN 94-2192581 | Advisory (Plan) | $48,232 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $43,610 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $20,375 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 81-4017137 | Investment Management | $9,514 |
WILSON-MCSHANE CORPORATION6+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $6,000 |
GREGORIO MARCO1 year Filed as: GREGORIO AND MARCO, LTD Service code 29 · EIN 36-4028033 | Legal | $5,761 |
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 | $14,276 | $73,497-80.6% | $101,248-85.9% | $93,223-84.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 12.18% | 11.66%+0.5pp | 46.47%-34.3pp | 19.29%-7.1pp |
| Employer contribution / active EE | $2,151 | $3,600-40.2% | $3,660-41.2% | $2,680-19.7% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $36 | $121-70.2% | $5,945-99.4% | $79-54.4% |