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 | $12,610 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $11,144 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,690 |
SEGALL BRYANT & HAMILL6 years Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 41-1788385 | Investment Management | $6,011 |
ADMN COMMITTEE, MT CONTRACTORS ASSN10+ years Service code 14 · EIN 81-0448832 | Plan Administrator | $5,072 |
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 | $36,991 | $80,724-54.2% | $103,333-64.2% | $74,495-50.3% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 13.33% | 27.56%-14.2pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $642 | $3,157-79.7% | $3,868-83.4% | $2,623-75.5% |
| Participant deferral / active EE | $2,609 | $3,860-32.4% | $5,057-48.4% | $4,346-40.0% |
| Admin fee / account holder | $216 | $2,368-90.9% | $8,355-97.4% | $1,942-88.9% |