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 |
|---|---|---|
GARDNER RUSSO1 year Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $168,632 |
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $76,652 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $33,028 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $26,998 |
Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $10,250 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,300 | $58,726+74.2% | $92,233+10.9% | $62,292+64.2% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 8.03% | 43.62%-35.6pp | 176.28%-168.2pp | 28.90%-20.9pp |
| Employer contribution / active EE | $5,016 | $2,392+109.7% | $3,679+36.3% | $2,042+145.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $779 | $556+40.0% | $5,194-85.0% | $479+62.5% |