See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HS MANAGEMENT PARTNERS, LLC6 years Filed as: EB MANAGEMENT Service code 15 · EIN 91-1999591 | Recordkeeping | $283,480 |
CALLAN LLC4 years Filed as: CALLAN Service code 27 · EIN 82-2748926 | Advisory (Plan) | $107,141 |
BMO HARRIS BANK NA9+ years Filed as: M&T BANK Service code 18 · EIN 16-0538020 | Custodial (other than securities); Fl... | $83,582 |
Service code 28 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Investment Management | $58,233 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $45,882 |
MARCO CONSULTING GROUP2 years Filed as: MARCO, MCGUIRE, & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $16,096 |
WILSON-MCSHANE CORPORATION10+ years Filed as: WILSON-MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $8,400 |
Filed as: STATE STREET GLOBAL Service code 28 · EIN 81-4017137 | Investment Management | $5,739 |
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 | $24,820 | $86,936-71.5% | $103,333-76.0% | $99,062-74.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 10.87% | 14.99%-4.1pp | 24.88%-14.0pp | 17.66%-6.8pp |
| Employer contribution / active EE | $3,034 | $3,925-22.7% | $3,868-21.6% | $3,262-7.0% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $68 | $140-51.5% | $8,355-99.2% | $109-37.6% |