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 |
|---|---|---|
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $607,631 |
BENESYS, INC.3+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $253,053 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $151,540 |
COMERICA BANK1 year Filed as: COMERICA Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Float rev... | $50,667 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $37,100 |
LEONARD CARDER, LLP3+ years Service code 29 · EIN 94-2819269 | Legal | $35,323 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $34,375 |
Service code 49 · EIN 94-6411032 | Other Services | $11,061 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $6,466 |
STEPHEN HORN INSURANCE SERVICES3+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $135,377 | $221,442-38.9% | $92,233+46.8% | $77,958+73.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 10.53% | 15.65%-5.1pp | 176.28%-165.7pp | 20.87%-10.3pp |
| Employer contribution / active EE | $8,469 | $3,226+162.5% | $3,679+130.2% | $2,310+266.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $406 | $210+93.8% | $5,194-92.2% | $97+317.3% |