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 |
|---|---|---|
SMDW CPA2 years Service code 13 600 S TYLER STREET, SUITE 2500 · ARMILLO, TX 79101 | Contract Administrator | $96,000 |
CLIFTONLARSONALLEN LLP5 years Service code 10 · EIN 41-0746749 | Accounting | $61,850 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON Service code 50 240 GREENWICH ST · NEW YORK, NY 10286 | Direct Payment | $53,693 |
CONNORS2 years Filed as: CONNORS & WINTERS Service code 29 · EIN 73-1388566 4100 FIRST PLACE TOWER · TULSA, OK 74103 | Legal | $41,596 |
THE SEGAL COMPANY9+ years Filed as: SEGAL ADVISORS Service code 19 · EIN 13-2646110 | Securities Custodian | $40,000 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $26,222 |
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 | $36,909 | $88,480-58.3% | $96,683-61.8% | $80,160-54.0% |
| Participation rate | 97.8% | 79.9%+17.9pp | 74.3%+23.4pp | 72.9%+24.8pp |
| Annual return | 9.30% | 22.53%-13.2pp | 35.69%-26.4pp | 40.38%-31.1pp |
| Employer contribution / active EE | $3,674 | $4,176-12.0% | $3,737-1.7% | $2,978+23.4% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $145 | $212-31.5% | $6,730-97.8% | $145+0.2% |