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, LLC5 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $269,778 |
CALLAN LLC3 years Filed as: CALLAN Service code 27 · EIN 82-2748926 | Advisory (Plan) | $82,304 |
BMO HARRIS BANK NA8+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $73,775 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $48,004 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $46,457 |
MARCO CONSULTING GROUP1 year Filed as: MARCO, MCGUIRE, & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $10,988 |
WILSON-MCSHANE CORPORATION9+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $8,400 |
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 | $21,192 | $74,831-71.7% | $96,683-78.1% | $103,482-79.5% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 15.08% | 16.15%-1.1pp | 35.69%-20.6pp | 33.11%-18.0pp |
| Employer contribution / active EE | $3,148 | $3,888-19.0% | $3,737-15.8% | $3,208-1.9% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $62 | $130-52.0% | $6,730-99.1% | $114-45.3% |