Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $33,333 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,260 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,844 | $150,947-44.5% | $100,383-16.5% | - |
| Participation rate | 87.6% | 67.3%+20.2pp | 81.5%+6.1pp | - |
| Annual return | 21.90% | 14.08%+7.8pp | 49.26%-27.4pp | - |
| Employer contribution / active EE | $6,404 | $2,535+152.6% | $3,944+62.4% | - |
| Participant deferral / active EE | $15,093 | $4,236+256.3% | $8,086+86.7% | - |
| Admin fee / account holder | $77 | $25,214-99.7% | $7,900-99.0% | - |