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 28 · EIN 13-3089070 | Investment Management | $10,788 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,230 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,693 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,369 |
SEGALL BRYANT & HAMILL4 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,481 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,365 | $64,119-58.9% | $112,228-76.5% | $66,914-60.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.42% | -13.81%-2.6pp | 27.45%-43.9pp | 1.58%-18.0pp |
| Employer contribution / active EE | $655 | $3,005-78.2% | $3,635-82.0% | $2,544-74.2% |
| Participant deferral / active EE | $2,345 | $3,693-36.5% | $4,728-50.4% | $4,237-44.7% |
| Admin fee / account holder | $186 | $625-70.3% | $6,410-97.1% | $593-68.7% |