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 |
|---|---|---|
FOUNDRY PARTNERS10+ years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $606,461 |
ZENITH FINANCIAL SOLUTIONS8 years Service code 13 · EIN 83-0798660 | Contract Administrator | $591,397 |
COLUMBIA4 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $375,201 |
NATIONAL INVESTMENT SERVICES8 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $274,417 |
SAGE ADVISORY SERVICES8 years Filed as: SAGE ADVISORY SERVICES, LTD. CO. Service code 28 · EIN 74-2798841 | Investment Management | $271,565 |
NUVEEN10+ years Filed as: NUVEEN ASSET MANAGEMENT, LLC Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $225,326 |
DANIEL A. WINTERS & COMPANY, CPAS10+ years Service code 10 · EIN 23-2586736 | Accounting | $221,129 |
WHITE OAK GLOBAL ADVISORS, LLC10+ years Service code 28 · EIN 26-0340395 | Investment Management | $176,566 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $165,008 |
SEYFARTH SHAW LLP10+ years Service code 29 · EIN 36-2152202 | Legal | $157,753 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $412,089 | $241,101+70.9% | $103,333+298.8% | $199,593+106.5% |
| Participation rate | 95.5% | 78.3%+17.2pp | 74.5%+21.0pp | 72.0%+23.6pp |
| Annual return | 9.48% | 17.80%-8.3pp | 24.88%-15.4pp | 34.25%-24.8pp |
| Employer contribution / active EE | $23,450 | $4,244+452.5% | $3,868+506.3% | $3,034+672.8% |
| Participant deferral / active EE | $8,532 | $3,958+115.6% | $5,057+68.7% | $5,087+67.7% |
| Admin fee / account holder | $1,159 | $288+303.1% | $8,355-86.1% | $269+331.3% |