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: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $323,921 |
MEKETA INVESTMENT GROUP5+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $58,327 |
KOVITZ INVESTMENT GROUP3 years Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $50,470 |
TIC INTERNATIONAL CORPORATION5+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $25,940 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $22,577 |
ASHER, GITTLER & D'ALBA, LTD.5+ years Service code 29 · EIN 36-2786883 | Legal | $11,796 |
Service code 22 · EIN 38-3297465 | Insurance Broker | $8,473 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $4,975 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,945 | $81,719-37.7% | $101,248-49.7% | $90,288-43.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | -5.40% | 337.64%-343.0pp | 46.47%-51.9pp | 53.97%-59.4pp |
| Employer contribution / active EE | $4,914 | $3,622+35.6% | $3,660+34.3% | $2,524+94.7% |
| Participant deferral / active EE | $309 | $3,310-90.7% | $4,370-92.9% | $4,232-92.7% |
| Admin fee / account holder | $396 | $162+144.3% | $5,945-93.3% | $114+246.8% |