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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MCASF LOCAL 725 SERVICE CORP6 years Service code 13 · EIN 81-2757635 | Contract Administrator | $142,334 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $88,216 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 33-1498605 | Accounting | $47,950 |
WESTFIELD CAPITAL MANAGEMENT4 years Filed as: KARPUS MANAGEMENT, INC. Service code 28 · EIN 16-1290558 | Investment Management | $47,609 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 | Investment Management | $42,655 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $35,239 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $35,120 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $23,636 |
HESSIAN & MCKASY, PA8 years Service code 29 · EIN 20-1551306 | Legal | $23,233 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $20,133 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,696 | $82,972-46.1% | $103,374-56.8% | $77,671-42.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 8.89% | 19.14%-10.3pp | 24.89%-16.0pp | 31.21%-22.3pp |
| Employer contribution / active EE | $2,153 | $3,554-39.4% | $3,869-44.3% | $2,726-21.0% |
| Participant deferral / active EE | $1,516 | $4,108-63.1% | $5,058-70.0% | $4,648-67.4% |
| Admin fee / account holder | $347 | $639-45.7% | $8,394-95.9% | $430-19.5% |