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 14 · EIN 81-0448832 | Plan Administrator | $84,676 |
Service code 29 · EIN 92-2729620 | Legal | $34,214 |
Service code 28 · EIN 06-1614949 | Investment Management | $26,356 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $24,528 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,952 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $13,569 |
EIDE BAILLY LLP9+ years Service code 10 · EIN 45-0250958 | Accounting | $9,745 |
CROWLEY FLECK PLLP4 years Service code 29 · EIN 81-0122795 | Legal | $8,118 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE CHARTER GUARANTEE & TRUST Service code 19 · EIN 51-0099493 | Securities Custodian | $6,066 |
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 | $43,198 | $92,971-53.5% | $96,683-55.3% | $74,419-42.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 19.77% | 37.49%-17.7pp | 35.69%-15.9pp | 34.38%-14.6pp |
| Employer contribution / active EE | $4,435 | $3,426+29.5% | $3,737+18.7% | $2,637+68.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $545 | $633-13.9% | $6,730-91.9% | $348+56.7% |