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 | $39,794 |
Service code 28 · EIN 13-3089070 | Investment Management | $18,871 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $16,145 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,458 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $9,588 |
CROWLEY FLECK PLLP2 years Service code 29 · EIN 81-0122795 | Legal | $7,985 |
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 | $49,068 | $64,119-23.5% | $112,228-56.3% | $66,914-26.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.38% | -13.81%-2.6pp | 27.45%-43.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $3,018 | $3,005+0.4% | $3,635-17.0% | $2,544+18.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $536 | $625-14.3% | $6,410-91.6% | $593-9.7% |