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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); I... | $99,209 |
C. RASO II9 years Service code 14 · EIN 04-6375393 | Plan Administrator | $81,336 |
PRISA7 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $73,515 |
Filed as: PRU CORE BOND FUND Service code 28 · EIN 23-6994310 | Investment Management | $58,103 |
M. ROSE3 years Service code 30 · EIN 04-2145367 | Employee (plan); Direct payment from ... | $46,514 |
Filed as: BRIDGEWAY BENEFIT PARTNERS Service code 15 · EIN 52-1796478 | Recordkeeping | $46,335 |
K. HARVEY10+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $44,613 |
C. DAMIGELLA10+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $34,806 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,500 |
FEINBERG, DUMONT & BRENNAN5 years Filed as: FEINBERG DUMONT & BRENNAN Service code 29 · EIN 04-2738936 | Legal | $24,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,392 | $103,641-9.9% | $107,525-13.1% | $102,872-9.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 4.98% | 13.08%-8.1pp | 181.32%-176.3pp | 19.06%-14.1pp |
| Employer contribution / active EE | $16,010 | $5,096+214.2% | $3,754+326.5% | $3,526+354.0% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $260 | $276-5.7% | $8,919-97.1% | $292-10.9% |