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 |
|---|---|---|
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $13,323 |
Service code 28 · EIN 13-3089070 | Investment Management | $11,437 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,127 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $6,669 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,158 |
Employer contribution per participant 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 | $33,432 | $77,660-57.0% | $109,143-69.4% | $79,386-57.9% |
| Participation rate | 92.2% | 67.8%+24.4pp | 75.9%+16.3pp | 70.7%+21.5pp |
| Annual return | 13.57% | 23.44%-9.9pp | 25.75%-12.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $186 | $2,797-93.3% | $3,722-95.0% | $2,427-92.3% |
| Participant deferral / active EE | $2,794 | $3,518-20.6% | $4,653-40.0% | $4,046-30.9% |
| Admin fee / account holder | $200 | $732-72.7% | $6,752-97.0% | $626-68.1% |