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 RUSSO2 years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $201,023 |
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $99,782 |
HUNTINGTON NATIONAL BANK2 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $43,450 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $27,246 |
CHARLES SCHWAB & CO., INC.2 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $9,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $117,835 | $55,449+112.5% | $83,848+40.5% | $56,287+109.3% |
| Participation rate | 99.5% | 68.0%+31.5pp | 76.1%+23.4pp | 69.9%+29.7pp |
| Annual return | 6.40% | -1.38%+7.8pp | 850.88%-844.5pp | -9.96%+16.4pp |
| Employer contribution / active EE | $5,118 | $2,430+110.6% | $3,631+41.0% | $2,111+142.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,065 | $656+62.4% | $5,478-80.6% | $521+104.5% |