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 06-1614949 | Investment Management | $9,769 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,091 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,766 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,583 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,029 |
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 | $26,125 | $76,670-65.9% | $96,683-73.0% | $71,457-63.4% |
| Participation rate | 95.4% | 66.6%+28.9pp | 74.3%+21.1pp | 67.9%+27.5pp |
| Annual return | 19.23% | 48.29%-29.1pp | 35.69%-16.5pp | 28.85%-9.6pp |
| Employer contribution / active EE | $150 | $3,031-95.1% | $3,737-96.0% | $2,588-94.2% |
| Participant deferral / active EE | $3,152 | $3,771-16.4% | $4,878-35.4% | $4,289-26.5% |
| Admin fee / account holder | $160 | $2,028-92.1% | $6,730-97.6% | $1,587-89.9% |