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 |
|---|---|---|
Filed as: FIDELITY INVSMTS INST OPER CO, INC Service code 15 · EIN 04-2647786 | Recordkeeping | $414,763 |
MEBA MEDICAL AND BENEFITS PLAN5+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $69,385 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $43,013 |
NEPC, LLC5+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $40,373 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $23,871 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $13,000 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $6,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,544 | $67,598+16.2% | $75,886+3.5% | $77,787+1.0% |
| Participation rate | 95.4% | 69.6%+25.9pp | 69.3%+26.2pp | 73.2%+22.2pp |
| Annual return | 22.61% | 23.18%-0.6pp | 30.76%-8.1pp | 32.57%-10.0pp |
| Employer contribution / active EE | $4,357 | $2,430+79.3% | $2,500+74.3% | $2,504+74.0% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $130 | $96+35.4% | $5,418-97.6% | $100+30.3% |