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 | $138,502 |
MEBA MEDICAL AND BENEFITS PLAN6+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $73,160 |
NEPC, LLC6+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $41,256 |
SLEVIN & HART, P.C.6+ years Service code 29 · EIN 52-1708613 | Legal | $39,501 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $16,634 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $13,052 |
BMO HARRIS BANK NA6+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $5,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,391 | $74,462+13.3% | $81,983+2.9% | $90,288-6.5% |
| Participation rate | 95.8% | 69.7%+26.1pp | 69.2%+26.5pp | 73.4%+22.4pp |
| Annual return | 14.62% | 17.56%-2.9pp | 41.31%-26.7pp | 53.97%-39.3pp |
| Employer contribution / active EE | $4,039 | $2,334+73.0% | $2,498+61.7% | $2,524+60.0% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,722-100.0% | $4,232-100.0% |
| Admin fee / account holder | $129 | $98+31.3% | $5,664-97.7% | $114+12.8% |