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 |
|---|---|---|
Filed as: RUANE CUNNIFF & GOLDFARB INC. Service code 28 · EIN 13-2628641 | Investment Management | $151,046 |
GARDNER RUSSO6 years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $112,885 |
HUNTINGTON NATIONAL BANK6 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $44,021 |
JOHNSON BANK6 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $29,487 |
CHARLES SCHWAB & CO., INC.6 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $11,575 |
OCTOBER THREE CONSULTING LLC2 years Service code 16 · EIN 27-1175487 | Consulting | $7,690 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,671 | $64,119+67.9% | $112,228-4.1% | $66,914+60.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.11% | -13.81%+4.7pp | 27.45%-36.6pp | 1.58%-10.7pp |
| Employer contribution / active EE | $5,144 | $3,005+71.2% | $3,635+41.5% | $2,544+102.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $985 | $625+57.6% | $6,410-84.6% | $593+66.0% |