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 SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $11,135 |
Service code 28 · EIN 13-3089070 | Investment Management | $9,558 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,463 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,573 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $77,660-56.3% | $109,143-68.9% | $79,386-57.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 13.36% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $860 | $2,797-69.3% | $3,722-76.9% | $2,427-64.6% |
| Participant deferral / active EE | $2,165 | $3,518-38.5% | $4,653-53.5% | $4,046-46.5% |
| Admin fee / account holder | $202 | $732-72.4% | $6,752-97.0% | $626-67.7% |