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 SAYLES9+ years Service code 28 · EIN 04-3200030 | Investment Management | $77,860 |
WILSON-MCSHANE CORPORATION6 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $73,499 |
Service code 29 · EIN 43-1174269 | Legal | $32,606 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,125 |
RUBINBROWN LLP5 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $19,900 |
CONSTRUCTION BENEFITS AUDIT CORP9+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $16,878 |
BLACKROCK9+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $16,129 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $6,700 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $1,249 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,553 | $82,917-66.8% | $103,333-73.3% | $77,643-64.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.78% | 19.13%-7.3pp | 24.88%-13.1pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,789 | $3,552-21.5% | $3,868-27.9% | $2,726+2.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $121 | $638-81.1% | $8,355-98.6% | $430-72.0% |