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 ASSOCIATES9+ years Filed as: SIT INV ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $640,034 |
DODGE & COX9+ years Service code 28 · EIN 95-1441976 | Investment Management | $624,055 |
Filed as: ONEAMERICA RETIREMENT SERVICES Service code 15 · EIN 46-5378846 | Recordkeeping | $544,228 |
Service code 28 · EIN 22-3367558 | Investment Management | $357,249 |
HAWKINS ASH CPAS9+ years Filed as: HAWKINS ASH CPAS, LLP Service code 10 · EIN 39-0912608 | Accounting | $18,500 |
GODFREY & KAHN1 year Filed as: GODFREY & KAHN, S.C. Service code 29 833 EAST MICHIGAN STREET, SUITE 180 · MILWAUKEE, WI 53202 | Legal | $5,755 |
MATRIX TRUST COMPANY1 year 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 | $255,678 | $59,339+330.9% | $149,673+70.8% | $103,482+147.1% |
| Participation rate | 90.7% | 70.2%+20.5pp | 78.8%+11.9pp | 73.3%+17.4pp |
| Annual return | 18.98% | 77.78%-58.8pp | 134.42%-115.4pp | 33.11%-14.1pp |
| Employer contribution / active EE | $10,075 | $2,178+362.7% | $4,818+109.1% | $3,208+214.1% |
| Participant deferral / active EE | $5,600 | $3,716+50.7% | $5,680-1.4% | $5,207+7.5% |
| Admin fee / account holder | $223 | $103+116.1% | $13,210-98.3% | $114+95.0% |