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.7 years Filed as: VANGUARD FIDUCIARY TRUST CO. Service code 28 · EIN 23-2186884 | Investment Management | $315,329 |
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $167,083 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $87,191 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN, P.C Service code 10 · EIN 22-2027092 | Accounting | $65,520 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $64,748 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $24,798 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $13,689 |
Filed as: GALLAGHER FIDUCIARY Service code 17 · EIN 36-4291971 | Pension Consulting | $13,073 |
Service code 19 · EIN 13-6058836 | Securities Custodian | $6,579 |
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 | $217,493 | $57,570+277.8% | $121,098+79.6% | $80,160+171.3% |
| Participation rate | 94.5% | 58.8%+35.7pp | 69.5%+25.0pp | 72.9%+21.6pp |
| Annual return | -6.40% | 20.42%-26.8pp | 985.75%-992.1pp | 40.38%-46.8pp |
| Employer contribution / active EE | $4,018 | $2,119+89.6% | $4,164-3.5% | $2,978+34.9% |
| Participant deferral / active EE | $7,853 | $3,092+154.0% | $4,080+92.5% | $5,017+56.5% |
| Admin fee / account holder | $205 | $121+69.4% | $5,644-96.4% | $145+41.6% |