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 RUSSO4 years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $157,093 |
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $155,954 |
HUNTINGTON NATIONAL BANK4 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $43,902 |
JOHNSON BANK4 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $28,391 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $12,000 |
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.
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 | $101,727 | $69,362+46.7% | $101,248+0.5% | $73,488+38.4% |
| Participation rate | 93.0% | 68.4%+24.6pp | 75.8%+17.2pp | 70.7%+22.4pp |
| Annual return | -4.62% | 18.46%-23.1pp | 46.47%-51.1pp | 28.51%-33.1pp |
| Employer contribution / active EE | $4,905 | $2,628+86.6% | $3,660+34.0% | $2,270+116.1% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,088 | $704+54.6% | $5,945-81.7% | $513+112.0% |