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 |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $363,194 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $160,625 |
MANZI & ASSOCIATES, LLC3+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $46,250 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KELSEY HARDIN3+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $34,060 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-0025081 | Securities Custodian | $27,819 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL DONOVAN Service code 30 · EIN 04-2471895 | Employee (plan) | $27,317 |
JOSHUA WOOD3+ years Service code 30 · EIN 04-2471895 | Employee (plan) | $21,414 |
KRAKOW & SOURIS3+ years Service code 29 · EIN 04-3363718 | Legal | $20,970 |
JEANNIE PASTRANA3+ years Filed as: JEANNIE FOLAN Service code 30 · EIN 04-2471895 | Employee (plan) | $19,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,148 | $104,281+6.6% | $140,016-20.6% | $68,904+61.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | 3.78% | -1.33%+5.1pp | 651.12%-647.3pp | 1.07%+2.7pp |
| Employer contribution / active EE | $7,131 | $4,070+75.2% | $5,606+27.2% | $2,540+180.7% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $101 | $79+27.8% | $10,705-99.1% | $71+41.1% |