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 | $12,748 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $11,266 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,796 |
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $6,480 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $6,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,744 | $80,724-63.2% | $103,333-71.2% | $74,495-60.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 14.28% | 27.56%-13.3pp | 24.88%-10.6pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,397 | $3,157-55.8% | $3,868-63.9% | $2,623-46.8% |
| Participant deferral / active EE | $3,769 | $3,860-2.4% | $5,057-25.5% | $4,346-13.3% |
| Admin fee / account holder | $177 | $2,368-92.5% | $8,355-97.9% | $1,942-90.9% |