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 |
|---|---|---|
SEGALL BRYANT & HAMILL2+ years Service code 51 · EIN 41-1788385 10 SOUTH WACKER DRIVE, SUITE 3500 · CHICAGO, IL 60606 | Investment Mgmt Fees | $70,876 |
C.S. MCKEE, L.P.2+ years Filed as: C.S. MCKEE Service code 51 · EIN 25-1095051 ONE GATEWAY CENTER · PITTSBURG, PA 15212 | Investment Mgmt Fees | $28,913 |
FICON2+ years Service code 23 · EIN 55-0729258 43 MACCORKLE AVE SW · SOUTH CHARLESTON, WV 25303 | Insurance services | $24,578 |
MEYER, UNKOVIC & SCOTT2+ years Filed as: MEYER, UNKOVIC & SCOTT, LLP Service code 29 · EIN 25-1008021 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURG, PA 15222 | Legal | $9,134 |
STANDARD VALUATIONS2+ years Service code 34 · EIN 41-6206850 790 CLEVELAND AVE. S, SUITE 220 · ST PAUL, MN 55116 | Valuation (appraisals, etc.) | $6,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,161 | $96,400-93.6% | $149,718-95.9% | $177,276-96.5% |
| Participation rate | 100.0% | 88.9%+11.1pp | 87.1%+12.9pp | 74.8%+25.2pp |
| Annual return | 6.93% | 19.02%-12.1pp | 1501.63%-1494.7pp | 21.25%-14.3pp |
| Employer contribution / active EE | $710 | $3,680-80.7% | $5,445-87.0% | $2,479-71.4% |
| Participant deferral / active EE | $0 | $5,510-100.0% | $6,569-100.0% | $3,881-100.0% |
| Admin fee / account holder | $19 | $69-72.7% | $11,283-99.8% | $154-87.7% |