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 |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $289,526 |
LSV ASSET MANAGEMENT3 years Filed as: LSV ASSET MANAGEMENT INTRNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $247,972 |
PANAGORA ASSET MANAGEMENT6+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $181,961 |
Service code 28 · EIN 20-5095365 | Investment Management | $159,743 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 | Investment Management | $158,967 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $150,991 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $150,222 |
ROCK CREEK GROUP6+ years Service code 28 · EIN 04-3648062 | Investment Management | $147,216 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 | Investment Management | $139,990 |
Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $133,284 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | 9.93% | 9.42%+0.5pp | 9.65%+0.3pp | 12.86%-2.9pp |
| Employer contribution / active EE | $1,671 | $3,243-48.5% | $27,458-93.9% | $13,687-87.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |