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 | $390,893 |
KOVITZ INVESTMENT GROUP5 years Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $85,979 |
MEKETA INVESTMENT GROUP7+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $63,275 |
TIC INTERNATIONAL CORPORATION7+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $26,472 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $22,083 |
ASHER, GITTLER & D'ALBA, LTD.7+ years Service code 29 · EIN 36-2786883 | Legal | $9,551 |
AMALGAMATED BANK7+ years Service code 28 · EIN 13-4920330 | Investment Management | $5,372 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,486 | $76,774-22.5% | $112,228-47.0% | $77,904-23.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -10.06% | -10.25%+0.2pp | 27.45%-37.5pp | 12.21%-22.3pp |
| Employer contribution / active EE | $7,962 | $3,977+100.2% | $3,635+119.1% | $2,848+179.6% |
| Participant deferral / active EE | $516 | $3,778-86.3% | $4,728-89.1% | $4,806-89.3% |
| Admin fee / account holder | $448 | $239+87.7% | $6,410-93.0% | $133+238.3% |