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 |
|---|---|---|
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $166,891 |
MEKETA INVESTMENT GROUP2+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 41-1762771 | Advisory (Plan) | $81,792 |
LEGGHIO & ISRAEL, P.C.2+ years Service code 29 · EIN 38-1971448 | Legal | $55,289 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $41,252 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 39-1711628 | Investment Management | $35,018 |
Service code 10 · EIN 38-2284921 | Accounting | $16,600 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $15,373 |
Service code 28 1735 MARKET STREET, 32FLR · PHILADELPHIA, PA 19103 | Investment Management | $11,784 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-0225081 | Investment Management | $9,059 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,629 | $54,788-95.2% | $92,233-97.1% | $80,976-96.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 76.5%+23.5pp | 68.3%+31.7pp |
| Annual return | 5.90% | 13.07%-7.2pp | 176.28%-170.4pp | 22.91%-17.0pp |
| Employer contribution / active EE | $157 | $3,430-95.4% | $3,679-95.7% | $2,402-93.5% |
| Participant deferral / active EE | $0 | $2,438-100.0% | $3,897-100.0% | $3,848-100.0% |
| Admin fee / account holder | $17 | $96-82.1% | $5,194-99.7% | $67-74.5% |