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 SAYLES6+ years Service code 28 · EIN 04-3200030 | Investment Management | $96,458 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $64,025 |
Service code 29 · EIN 43-1174269 | Legal | $37,282 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
CONSTRUCTION BENEFITS AUDIT CORP6+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $17,967 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $15,700 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $11,493 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $9,967 |
BENESYS, INC.1 year Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $6,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,984 | $78,275-61.7% | $109,143-72.5% | $86,799-65.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 23.68% | 19.14%+4.5pp | 25.75%-2.1pp | 97.91%-74.2pp |
| Employer contribution / active EE | $2,251 | $3,105-27.5% | $3,722-39.5% | $2,405-6.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $137 | $198-31.1% | $6,752-98.0% | $170-19.3% |