See peer percentile detail. $4.99 for your first month.
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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 14 · EIN 81-0448832 | Plan Administrator | $73,554 |
Service code 28 · EIN 13-3089070 | Investment Management | $27,564 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $23,582 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,657 |
CROWLEY FLECK PLLP3 years Service code 29 · EIN 81-0122795 | Legal | $14,759 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $14,005 |
EIDE BAILLY LLP8+ years Service code 10 · EIN 45-0250958 | Accounting | $6,886 |
DELAWARE INVESTMENTS1 year Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $6,105 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,478 | $64,119-38.4% | $112,228-64.8% | $66,914-41.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.66% | -13.81%-2.9pp | 27.45%-44.1pp | 1.58%-18.2pp |
| Employer contribution / active EE | $3,984 | $3,005+32.6% | $3,635+9.6% | $2,544+56.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $481 | $625-23.1% | $6,410-92.5% | $593-19.0% |