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 |
|---|---|---|
PAINTING INDUSTRY INSURANCE FUND10+ years Service code 15 · EIN 13-5600369 | Recordkeeping | $1,884,220 |
AMERICAN FUNDS10+ years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $320,789 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 | Investment Management | $317,173 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $297,125 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 13-3786306 | Investment Management | $230,816 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $126,223 |
SIGULER GUFF ADVISERS, LLC2 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 · EIN 13-3855630 | Investment Management | $122,325 |
VIDALIA BONILLA7 years Service code 30 · EIN 13-5600369 | Employee (plan); Recordkeeping fees | $122,066 |
MARSHALL & MOSS PAYROLL COMPLIANCE10+ years Service code 10 · EIN 04-3652965 | Accounting | $120,023 |
Filed as: ARISTOTLE CAPITAL BOSTON LLC Service code 28 · EIN 47-1867873 | Investment Management | $101,972 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,252 | $86,936+19.9% | $103,333+0.9% | $99,062+5.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 74.5%+25.5pp | 71.6%+28.4pp |
| Annual return | 10.73% | 14.99%-4.3pp | 24.88%-14.2pp | 17.66%-6.9pp |
| Employer contribution / active EE | $9,989 | $3,925+154.5% | $3,868+158.3% | $3,262+206.2% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $361 | $140+157.0% | $8,355-95.7% | $109+230.8% |