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 |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT10+ years Service code 28 · EIN 71-0163033 | Investment Management | $749,943 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: LATHROP INVESTMENT MANAGEMENT CORP. Service code 27 · EIN 71-0545380 | Advisory (Plan) | $163,405 |
ELLIS, TUCKER & ALDRIDGE, LLP10+ years Service code 10 · EIN 71-0436076 | Accounting | $126,315 |
LITTLE SHANEYFELT MARSHALL & CO.10+ years Service code 10 · EIN 71-0804806 | Accounting | $26,000 |
Filed as: OVERBEY, STRIGEL, BOYD, & WESTBROOK Service code 29 · EIN 71-0513323 | Legal | $18,839 |
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 | $99,032 | $241,101-58.9% | $103,333-4.2% | $199,593-50.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 15.74% | 17.80%-2.1pp | 24.88%-9.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $6,417 | $4,244+51.2% | $3,868+65.9% | $3,034+111.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $373 | $288+29.6% | $8,355-95.5% | $269+38.7% |