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 |
|---|---|---|
NORTHSTAR FIDUCIARY PARTNERS7+ years Filed as: NORTHSTAR ASSET MANAGEMENT Service code 28 · EIN 39-1849892 | Investment Management | $43,105 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $34,812 |
BMO HARRIS BANK NA5 years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $80,247 | $77,660+3.3% | $109,143-26.5% | $79,386+1.1% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 20.66% | 23.44%-2.8pp | 25.75%-5.1pp | 116.85%-96.2pp |
| Employer contribution / active EE | $1,940 | $2,797-30.6% | $3,722-47.9% | $2,427-20.1% |
| Participant deferral / active EE | $3,453 | $3,518-1.8% | $4,653-25.8% | $4,046-14.6% |
| Admin fee / account holder | $371 | $732-49.3% | $6,752-94.5% | $626-40.8% |