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 | $318,308 |
MEKETA INVESTMENT GROUP9+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $46,070 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $29,400 |
ASHER, GITTLER & D'ALBA, LTD.9+ years Service code 29 · EIN 36-2786883 | Legal | $25,283 |
TIC INTERNATIONAL CORPORATION9+ years Service code 13 · EIN 13-2600875 | Contract Administrator | $23,782 |
Filed as: TIC MIDWEST ADMIN SOLUTIONS Service code 13 · EIN 93-4217445 | Contract Administrator | $5,298 |
AMALGAMATED BANK9+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,049 |
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 | $66,540 | $241,101-72.4% | $103,333-35.6% | $199,593-66.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.87% | 17.80%-5.9pp | 24.88%-13.0pp | 34.25%-22.4pp |
| Employer contribution / active EE | $9,736 | $4,244+129.4% | $3,868+151.7% | $3,034+220.9% |
| Participant deferral / active EE | $463 | $3,958-88.3% | $5,057-90.8% | $5,087-90.9% |
| Admin fee / account holder | $302 | $288+4.9% | $8,355-96.4% | $269+12.2% |