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 SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $80,580 |
WILSON-MCSHANE CORPORATION7 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $76,489 |
Service code 29 · EIN 43-1174269 | Legal | $24,332 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,500 |
RUBINBROWN LLP6 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $20,900 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $18,078 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $17,623 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST Service code 21 | Bank Trustee | $7,428 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,237 | $95,880-70.5% | $107,525-73.7% | $85,563-67.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 6.17% | 68.06%-61.9pp | 181.32%-175.1pp | 31.51%-25.3pp |
| Employer contribution / active EE | $2,862 | $3,812-24.9% | $3,754-23.8% | $2,654+7.9% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $129 | $1,025-87.4% | $8,919-98.6% | $834-84.5% |