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, LLC4 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 27 · EIN 61-1495162 | Advisory (Plan) | $40,779 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,471 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,745 | $55,415+38.5% | $155,509-50.6% | $74,495+3.0% |
| Participation rate | 95.4% | 61.9%+33.5pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 15.87% | 268.50%-252.6pp | 64.67%-48.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $4,935 | $2,267+117.7% | $4,672+5.6% | $2,623+88.2% |
| Participant deferral / active EE | $7,194 | $2,836+153.7% | $5,626+27.9% | $4,346+65.5% |
| Admin fee / account holder | $274 | $1,738-84.3% | $15,912-98.3% | $1,942-85.9% |