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 06-1614949 | Investment Management | $10,573 |
LOOMIS SAYLES9+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,840 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,405 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $5,443 |
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 | $31,892 | $76,670-58.4% | $96,683-67.0% | $71,457-55.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.67% | 48.29%-28.6pp | 35.69%-16.0pp | 28.85%-9.2pp |
| Employer contribution / active EE | $668 | $3,031-78.0% | $3,737-82.1% | $2,588-74.2% |
| Participant deferral / active EE | $2,308 | $3,771-38.8% | $4,878-52.7% | $4,289-46.2% |
| Admin fee / account holder | $189 | $2,028-90.7% | $6,730-97.2% | $1,587-88.1% |