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 |
|---|---|---|
Filed as: UBS FINANCIAL SERVICE Service code 19 · EIN 01-6215776 | Securities Custodian | $106,883 |
WELLESLEY5 years Service code 51 20 WILLIAMS STREET #310 · WELLESLEY, MA 02481 | Investment Mgmt Fees | $39,750 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $30,950 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $21,076 |
Filed as: WCM Service code 51 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Mgmt Fees | $19,456 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $11,201 |
RYAN RAPP & UNDERWOOD3 years Filed as: RYAN RAPP UNDERWOOD & PACHECO Service code 29 · EIN 86-0767091 | Legal | $7,770 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0614919 | Insurance Commissions | $6,195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,929 | $88,480-70.7% | $96,683-73.2% | $80,160-67.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.60% | 22.53%-10.9pp | 35.69%-24.1pp | 40.38%-28.8pp |
| Employer contribution / active EE | $1,807 | $4,176-56.7% | $3,737-51.7% | $2,978-39.3% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $171 | $212-19.2% | $6,730-97.5% | $145+18.1% |