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 |
|---|---|---|
WILSON, HAAG & CO.6+ years Service code 10 · EIN 75-2333913 | Accounting | $91,307 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 50 240 GREENWICH ST · NEW YORK, NY 10286 | Direct Payment | $56,271 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $46,414 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 13-2646110 | Securities Custodian | $40,000 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $25,352 |
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 | $37,191 | $91,517-59.4% | $101,248-63.3% | $73,409-49.3% |
| Participation rate | 84.8% | 73.8%+11.0pp | 75.8%+9.0pp | 72.2%+12.6pp |
| Annual return | 7.64% | 17.17%-9.5pp | 46.47%-38.8pp | 59.29%-51.7pp |
| Employer contribution / active EE | $4,677 | $2,877+62.6% | $3,660+27.8% | $2,234+109.4% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $125 | $216-42.0% | $5,945-97.9% | $158-20.7% |