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 |
|---|---|---|
SIT INVESTMENT ASSOCIATES10+ years Filed as: SIT INV ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $731,226 |
DODGE & COX10+ years Service code 28 · EIN 95-1441976 | Investment Management | $698,944 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $537,905 |
Service code 28 · EIN 22-3367558 | Investment Management | $410,239 |
Filed as: WILLIS TOWERS WATSON MIDWEST, INC. Service code 23 93076 NETWORK PLACE · CHICAGO, IL 60673 | Insurance services | $76,528 |
MARQUETTE ASSOCIATES9 years Service code 27 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $43,750 |
HAWKINS ASH CPAS10+ years Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $16,000 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,717 | $67,679+279.3% | $155,509+65.1% | $99,062+159.1% |
| Participation rate | 90.6% | 67.2%+23.4pp | 78.2%+12.4pp | 71.6%+19.0pp |
| Annual return | 17.56% | 16.16%+1.4pp | 64.67%-47.1pp | 17.66%-0.1pp |
| Employer contribution / active EE | $9,913 | $2,268+337.0% | $4,672+112.2% | $3,262+203.9% |
| Participant deferral / active EE | $5,739 | $3,828+49.9% | $5,626+2.0% | $5,331+7.6% |
| Admin fee / account holder | $225 | $94+139.9% | $15,912-98.6% | $109+106.2% |