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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
Filed as: LABOR TRUST SERVICES, INC Service code 13 · EIN 92-0134212 | Contract Administrator | $31,357 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 01-0233346 | Recordkeeping | $29,333 |
MACALA & PIATT, LLC2 years Filed as: MACALA & PIATT LLC Service code 29 · EIN 34-1933033 | Legal | $10,608 |
PLATFORM CPAS LLP1 year Service code 10 · EIN 88-4342576 | Accounting | $10,200 |
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 22 · EIN 26-3237576 | Insurance Broker | $7,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,626 | $82,917-60.7% | $103,333-68.4% | $77,643-58.0% |
| Participation rate | 98.3% | 71.6%+26.8pp | 74.5%+23.8pp | 70.6%+27.8pp |
| Annual return | 9.65% | 19.13%-9.5pp | 24.88%-15.2pp | 31.24%-21.6pp |
| Employer contribution / active EE | $2,816 | $3,552-20.7% | $3,868-27.2% | $2,726+3.3% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $341 | $638-46.6% | $8,355-95.9% | $430-20.8% |