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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,382 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,872 | $108,719-5.4% | $101,326+1.5% | $85,563+20.2% |
| Participation rate | 90.7% | 80.9%+9.9pp | 81.5%+9.2pp | 66.0%+24.8pp |
| Annual return | 25.71% | 20.95%+4.8pp | 36.82%-11.1pp | 31.51%-5.8pp |
| Employer contribution / active EE | $6,835 | $3,114+119.5% | $3,665+86.5% | $2,654+157.6% |
| Participant deferral / active EE | $16,662 | $8,545+95.0% | $7,994+108.4% | $4,375+280.8% |
| Admin fee / account holder | $101 | $685-85.2% | $11,185-99.1% | $834-87.9% |