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 | $377,161 |
MEKETA INVESTMENT GROUP8+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $58,640 |
KOVITZ INVESTMENT GROUP6 years Filed as: KOVITZ SECURITIES LLC Service code 28 · EIN 91-2198169 | Investment Management | $49,925 |
TIC INTERNATIONAL CORPORATION8+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $27,961 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $23,630 |
ASHER, GITTLER & D'ALBA, LTD.8+ years Service code 29 · EIN 36-2786883 | Legal | $12,195 |
AMALGAMATED BANK8+ years Service code 28 · EIN 13-4920330 | Investment Management | $823 |
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 | $58,673 | $88,480-33.7% | $96,683-39.3% | $80,160-26.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 8.87% | 22.53%-13.7pp | 35.69%-26.8pp | 40.38%-31.5pp |
| Employer contribution / active EE | $7,926 | $4,176+89.8% | $3,737+112.1% | $2,978+166.2% |
| Participant deferral / active EE | $424 | $3,959-89.3% | $4,878-91.3% | $5,017-91.6% |
| Admin fee / account holder | $401 | $212+89.2% | $6,730-94.0% | $145+176.5% |