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 |
|---|---|---|
HARBOURVEST PARTNERS LP6+ years Service code 28 · EIN 74-3130888 | Investment Management | $524,154 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERN ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $320,398 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $292,389 |
COLUMBIA6+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $214,852 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $194,888 |
ACADIAN ASSET MANAGEMENT LLC6+ years Service code 28 · EIN 04-2929221 | Investment Management | $176,111 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $169,980 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $156,749 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $144,272 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MGMT, LLC Service code 28 · EIN 20-5319476 | Investment Management | $133,916 |
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 12.43% | 6.82%+5.6pp | 8.01%+4.4pp | 12.86%-0.4pp |
| Employer contribution / active EE | $12,991 | $12,695+2.3% | $29,475-55.9% | $13,687-5.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |