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 INVESTMENTS6+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $153,933 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN Service code 12 · EIN 94-3089465 | Participant communication; Copying an... | $86,127 |
GUIDEPOST SOLUTIONS LLC1 year Service code 10 · EIN 80-0581535 | Accounting | $63,412 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $43,315 |
KRAW LAW GROUP6+ years Service code 29 · EIN 32-0465891 | Legal | $14,961 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $11,663 |
ULLICO6+ years Filed as: UNION BANK Service code 21 · EIN 94-0304288 | Bank Trustee | $8,248 |
Filed as: NEYHART ANDERSON FLYNN & GROSBOLL Service code 29 · EIN 94-2579729 | Legal | $8,035 |
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 | $30,713 | $91,517-66.4% | $101,248-69.7% | $73,409-58.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 8.62% | 17.17%-8.6pp | 46.47%-37.9pp | 59.29%-50.7pp |
| Employer contribution / active EE | $4,564 | $2,877+58.6% | $3,660+24.7% | $2,234+104.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $187 | $216-13.3% | $5,945-96.9% | $158+18.5% |