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 8-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 Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $30,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,973 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,869 | $65,061-3.4% | $143,757-56.3% | $66,914-6.0% |
| Participation rate | 96.9% | 65.2%+31.8pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | -16.35% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,277 | $2,361+81.2% | $4,951-13.6% | $2,544+68.1% |
| Participant deferral / active EE | $6,301 | $2,919+115.9% | $5,637+11.8% | $4,237+48.7% |
| Admin fee / account holder | $268 | $502-46.7% | $14,673-98.2% | $593-54.9% |