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 |
|---|---|---|
NEPC, LLC10+ years Filed as: NEPC LLC Service code 17 · EIN 26-1429809 | Pension Consulting | $64,081 |
MEBA MEDICAL AND BENEFITS PLAN10+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $63,841 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $41,291 |
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $31,729 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $14,400 |
BMO HARRIS BANK NA10+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $11,893 |
Filed as: FIDELITY INVSMTS INST OPER CO LLC Service code 15 · EIN 04-2647786 | Recordkeeping | $8,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,630 | $81,357+17.5% | $75,972+25.9% | $199,593-52.1% |
| Participation rate | 95.7% | 69.9%+25.8pp | 69.1%+26.7pp | 72.0%+23.8pp |
| Annual return | 13.18% | 16.32%-3.1pp | 359.55%-346.4pp | 34.25%-21.1pp |
| Employer contribution / active EE | $5,262 | $3,341+57.5% | $2,685+96.0% | $3,034+73.4% |
| Participant deferral / active EE | $0 | $4,710-100.0% | $4,255-100.0% | $5,087-100.0% |
| Admin fee / account holder | $135 | $144-6.2% | $6,467-97.9% | $269-49.6% |