See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC3 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $31,657 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,478 | $61,272+13.4% | $149,673-53.6% | $71,457-2.8% |
| Participation rate | 96.3% | 62.5%+33.8pp | 78.8%+17.5pp | 67.9%+28.4pp |
| Annual return | 18.86% | 35.85%-17.0pp | 134.42%-115.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $4,552 | $2,378+91.4% | $4,818-5.5% | $2,588+75.9% |
| Participant deferral / active EE | $6,541 | $2,917+124.2% | $5,680+15.2% | $4,289+52.5% |
| Admin fee / account holder | $237 | $1,261-81.2% | $13,210-98.2% | $1,587-85.1% |