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.7+ years Service code 10 · EIN 75-2333913 | Accounting | $98,214 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 50 240 GREENWICH ST · NEW YORK, NY 10286 | Direct Payment | $56,917 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $30,541 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 13-2646110 | Securities Custodian | $30,000 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $16,263 |
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 | $42,219 | $78,275-46.1% | $109,143-61.3% | $86,799-51.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 11.67% | 19.14%-7.5pp | 25.75%-14.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $5,113 | $3,105+64.7% | $3,722+37.4% | $2,405+112.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $117 | $198-40.9% | $6,752-98.3% | $170-30.8% |