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 | $232,292 |
MEKETA INVESTMENT GROUP10+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $71,000 |
Filed as: TIC MIDWEST ADMIN SOLUTIONS Service code 13 · EIN 93-4217445 | Contract Administrator | $43,568 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 19 · EIN 52-2037618 | Securities Custodian | $40,851 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $28,191 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Service code 29 · EIN 36-2786883 | Legal | $11,722 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,318 |
Participant contribution per participant 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 | $71,363 | $103,641-31.1% | $107,525-33.6% | $102,872-30.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.73% | 13.08%-3.4pp | 181.32%-171.6pp | 19.06%-9.3pp |
| Employer contribution / active EE | $10,231 | $5,096+100.8% | $3,754+172.6% | $3,526+190.1% |
| Participant deferral / active EE | $438 | $3,789-88.4% | $5,116-91.4% | $5,535-92.1% |
| Admin fee / account holder | $216 | $276-21.7% | $8,919-97.6% | $292-26.0% |