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 |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,190,294 |
ENTRUST PERMAL PARTNERS LP6 years Service code 28 · EIN 13-4021839 | Investment Management | $919,835 |
EARNEST PARTNERS, LLC10+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $859,358 |
Service code 13 · EIN 04-6063733 | Contract Administrator | $775,000 |
Service code 28 · EIN 26-2237421 | Investment Management | $765,620 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $697,715 |
HARDING LOEVNER LP10+ years Service code 28 · EIN 27-0684167 | Investment Management | $691,437 |
RIVER ROAD ASSET MANAGEMENT10+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $583,277 |
ROBECO INVESTMENT MANAGEMENT10+ years Service code 28 · EIN 04-3404987 | Investment Management | $558,795 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $545,131 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 12.47% | 9.57%+2.9pp | 9.65%+2.8pp | 9.57%+2.9pp |
| Employer contribution / active EE | $19,062 | $9,429+102.2% | $26,259-27.4% | $9,429+102.2% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |