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 |
|---|---|---|
Service code 28 · EIN 13-3089070 | Investment Management | $9,917 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $8,484 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,072 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,705 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,038 |
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 | $22,236 | $64,119-65.3% | $112,228-80.2% | $66,914-66.8% |
| Participation rate | 99.4% | 68.5%+30.9pp | 75.1%+24.3pp | 69.8%+29.6pp |
| Annual return | -16.17% | -13.81%-2.4pp | 27.45%-43.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $185 | $3,005-93.8% | $3,635-94.9% | $2,544-92.7% |
| Participant deferral / active EE | $3,002 | $3,693-18.7% | $4,728-36.5% | $4,237-29.1% |
| Admin fee / account holder | $161 | $625-74.2% | $6,410-97.5% | $593-72.8% |