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 |
|---|---|---|
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 | Investment Management | $72,643 |
TIC INTERNATIONAL CORPORATION3+ years Service code 12 · EIN 13-2600875 | Contract Administrator; Direct paymen... | $65,849 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $30,546 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $16,870 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN Service code 10 · EIN 43-0765319 | Accounting | $16,100 |
FEDERAL INSURANCE COMPANY3+ years Service code 23 · EIN 13-1963496 | Insurance services; Other insurance f... | $14,087 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $13,555 |
BMO HARRIS BANK NA3+ years Service code 18 · EIN 39-1186267 | Investment management; Investment man... | $9,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,891 | $56,443-50.6% | $83,848-66.7% | $55,725-49.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.56% | 393.67%-388.1pp | 850.88%-845.3pp | 244.93%-239.4pp |
| Employer contribution / active EE | $1,986 | $2,682-25.9% | $3,631-45.3% | $2,078-4.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $146 | $156-6.8% | $5,478-97.3% | $115+26.4% |