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 & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $618,790 |
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $249,273 |
Service code 14 · EIN 94-3053367 | Plan Administrator | $176,153 |
COMERICA BANK2 years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $47,418 |
LEONARD CARDER, LLP4+ years Service code 29 · EIN 94-2819269 | Legal | $38,673 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $38,244 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $37,500 |
Service code 49 · EIN 94-6411032 | Other Services | $11,083 |
Filed as: INVESTMENT PERFORMANCE SRVCS LLC Service code 16 | Consulting | $0 |
STEPHEN HORN INSURANCE SERVICES4+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,553 | $60,396+106.2% | $83,848+48.5% | $75,289+65.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.11% | 3.84%-7.9pp | 850.88%-855.0pp | -0.04%-4.1pp |
| Employer contribution / active EE | $8,251 | $3,343+146.8% | $3,631+127.3% | $2,405+243.1% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $410 | $141+190.5% | $5,478-92.5% | $102+301.1% |