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 | $150,431 |
GARDNER RUSSO2 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $108,719 |
HUNTINGTON NATIONAL BANK8 years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $39,310 |
JOHNSON BANK8 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1013029 | Investment Management | $37,317 |
CHARLES SCHWAB & CO., INC.8 years Filed as: REA & ASSOCIATES Service code 10 · EIN 34-1310124 | Accounting | $16,000 |
METRO BENEFITS, INC.1 year Service code 49 · EIN 25-1541083 | Other Services | $9,355 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING Service code 16 · EIN 27-1175487 | Consulting | $8,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,203 | $80,724+52.6% | $103,333+19.2% | $74,495+65.4% |
| Participation rate | 90.0% | 65.7%+24.4pp | 74.5%+15.5pp | 67.2%+22.8pp |
| Annual return | 12.38% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $7,061 | $3,157+123.6% | $3,868+82.6% | $2,623+169.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $938 | $2,368-60.4% | $8,355-88.8% | $1,942-51.7% |