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 |
|---|---|---|
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS INC. Service code 13 · EIN 38-2383171 | Contract Administrator | $50,771 |
LOOMIS SAYLES10+ years Service code 28 · EIN 84-6391546 | Investment Management | $44,756 |
Service code 28 · EIN 04-2895544 | Investment Management | $40,437 |
KRAW LAW GROUP10+ years Service code 29 · EIN 32-0465891 | Legal | $35,238 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $26,400 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $25,000 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $22,400 |
POLEN CAPITAL3 years Service code 51 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Mgmt Fees | $19,547 |
SMART SOURCE LLC2 years Service code 36 7270 MCGINNIS FERRY RD · SUWANEE, GA 30024 | Direct payment from the plan; Copying... | $16,831 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $15,171 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,321 | $129,021-85.0% | $184,203-89.5% | $77,643-75.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 7.12% | 33.27%-26.2pp | 28.81%-21.7pp | 31.24%-24.1pp |
| Employer contribution / active EE | $2,968 | $4,413-32.7% | $6,427-53.8% | $2,726+8.9% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $144 | $254-43.3% | $13,901-99.0% | $430-66.6% |