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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $266,274 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $181,068 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $117,417 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $62,000 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER PLLC Service code 29 · EIN 52-0969534 | Legal | $59,673 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $49,656 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $29,368 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 | Insurance Broker | $12,512 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP, INC Service code 72 | Other investment fees and expenses | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,180 | $90,621+188.2% | $120,225+117.2% | $103,975+151.2% |
| Participation rate | 94.5% | 53.5%+41.0pp | 69.6%+24.9pp | 72.5%+21.9pp |
| Annual return | 5.63% | 16.48%-10.9pp | 439.23%-433.6pp | 19.41%-13.8pp |
| Employer contribution / active EE | $15,061 | $4,227+256.3% | $3,475+333.3% | $3,722+304.6% |
| Participant deferral / active EE | $2,110 | $3,312-36.3% | $3,999-47.2% | $5,343-60.5% |
| Admin fee / account holder | $207 | $428-51.5% | $5,696-96.4% | $332-37.6% |