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 |
|---|---|---|
LEGGHIO & ISRAEL, P.C.5+ years Service code 29 · EIN 39-8197448 | Legal | $62,599 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1711628 | Investment Management | $49,827 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 | Investment Management | $43,425 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR FUNDS Service code 28 150 NORTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $19,792 |
Filed as: ABERDEEN ASSET MANAGEMENT, LLC Service code 28 1735 MARTKET ST, 32 FLOOR · PHILADELPHIA, PA 191037094 | Investment Management | $18,623 |
Service code 10 · EIN 38-2284921 | Accounting | $18,200 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-0225081 | Investment Management | $8,202 |
Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 25 EAST ERIE STREET · CHICAGO, IL 60611 | Investment Management | $7,476 |
Employer contribution per participant 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 | $3,330 | $52,155-93.6% | $101,248-96.7% | $106,222-96.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 7.62% | 13.07%-5.4pp | 46.47%-38.9pp | 21.69%-14.1pp |
| Employer contribution / active EE | $207 | $3,414-93.9% | $3,660-94.3% | $2,723-92.4% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $21 | $102-79.7% | $5,945-99.7% | $78-73.6% |