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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC2 years Service code 99 · EIN 61-1495162 | Other Fees | $34,052 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,194 |
SMOAK, DAVIS & NIXON LLP2 years Filed as: SMOAK DAVIS AND NIXON LLP Service code 99 · EIN 11-1000111 | Other Fees | $5,094 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,888 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,556 | $53,165-8.7% | $86,188-43.7% | $74,419-34.8% |
| Participation rate | 96.7% | 64.9%+31.8pp | 69.0%+27.7pp | 70.7%+25.9pp |
| Annual return | 14.62% | 22.64%-8.0pp | 1168.45%-1153.8pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,258 | $1,210+4.0% | $2,380-47.1% | $2,637-52.3% |
| Participant deferral / active EE | $5,491 | $3,234+69.8% | $3,985+37.8% | $4,528+21.3% |
| Admin fee / account holder | $93 | $551-83.2% | $6,852-98.6% | $348-73.4% |