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.4 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 15 · EIN 23-2186884 | Recordkeeping | $300,148 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $136,887 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $61,800 |
BREDHOFF & KAISER5+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $41,757 |
Filed as: GALLAGHER FIDUCIARY Service code 16 · EIN 36-4291971 | Consulting | $35,998 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $30,045 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $27,959 |
BDO USA, LLP5+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,975 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $10,646 |
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 | $176,332 | $53,932+227.0% | $134,143+31.5% | $90,288+95.3% |
| Participation rate | 95.5% | 60.4%+35.1pp | 72.2%+23.3pp | 73.4%+22.1pp |
| Annual return | -5.41% | 23.16%-28.6pp | 36.33%-41.7pp | 53.97%-59.4pp |
| Employer contribution / active EE | $4,454 | $1,611+176.5% | $3,704+20.3% | $2,524+76.5% |
| Participant deferral / active EE | $6,155 | $2,432+153.1% | $3,499+75.9% | $4,232+45.4% |
| Admin fee / account holder | $184 | $104+77.9% | $6,684-97.2% | $114+61.6% |