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 |
|---|---|---|
SEI INVESTMENTS4+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $150,852 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 10 · EIN 94-3089465 | Accounting | $77,277 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $20,916 |
KRAW LAW GROUP4+ years Service code 29 · EIN 32-0465891 | Legal | $19,447 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $13,786 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,391 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI Service code 16 · EIN 47-0879697 | Consulting | $7,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,358 | $56,443-44.4% | $83,848-62.6% | $55,725-43.7% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.13% | 393.67%-388.5pp | 850.88%-845.7pp | 244.93%-239.8pp |
| Employer contribution / active EE | $4,424 | $2,682+65.0% | $3,631+21.9% | $2,078+112.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $162 | $156+3.5% | $5,478-97.0% | $115+40.3% |