See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $130,587 |
FIDUCIARY MANAGEMENT, INC.9+ years Service code 28 · EIN 39-1346018 | Investment Management | $129,010 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $102,403 |
DEPRINCE, RACE & ZOLLO4 years Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $95,822 |
DEARBORN PARTNERS9+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $76,922 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $76,346 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $74,625 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $69,492 |
Service code 28 · EIN 26-2237421 | Investment Management | $57,811 |
LOOMIS SAYLES9+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $52,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,818 | $122,693-21.9% | $184,203-48.0% | $199,593-52.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 15.62% | 143.91%-128.3pp | 28.81%-13.2pp | 34.25%-18.6pp |
| Employer contribution / active EE | $5,532 | $4,584+20.7% | $6,427-13.9% | $3,034+82.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $396 | $121+228.9% | $13,901-97.1% | $269+47.5% |