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 |
|---|---|---|
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $8,658 |
Service code 28 · EIN 13-3089070 | Investment Management | $8,585 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,066 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,773 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,216 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,414 | $63,114-56.6% | $92,893-70.5% | $65,185-57.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.01% | 28.75%-8.7pp | 109.41%-89.4pp | 29.38%-9.4pp |
| Employer contribution / active EE | $697 | $2,571-72.9% | $3,653-80.9% | $2,177-68.0% |
| Participant deferral / active EE | $1,754 | $3,108-43.6% | $4,236-58.6% | $3,514-50.1% |
| Admin fee / account holder | $190 | $624-69.6% | $5,794-96.7% | $847-77.6% |