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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $239,138 |
SEYFARTH SHAW LLP4+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $91,907 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $40,578 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT Service code 21 · EIN 62-1237220 | Bank Trustee | $37,370 |
DAHAB ASSOCIATES4+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $37,209 |
STEINBERG, STECKLER & PICCIURRO, PC4+ years Filed as: STEINBERG, STECKLER & PICCIURO, CPA Service code 10 · EIN 13-2665700 | Accounting | $37,043 |
SENTINEL PENSION ADVISORS4+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $30,150 |
WILMINGTON TRUST2 years Service code 21 · EIN 75-3182674 | Bank Trustee | $14,944 |
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.
Employer contribution per participant 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 | $0 | $21,578,776-100.0% | $171,071-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.4%-37.4pp | 0.0%0pp |
| Annual return | -5.69% | 33.37%-39.1pp | -3.19%-2.5pp | 33.37%-39.1pp |
| Employer contribution / active EE | $1,146 | $11,253-89.8% | $48,658-97.6% | $11,253-89.8% |
| Participant deferral / active EE | $0 | $819-100.0% | $273-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $5,129-100.0% | $99,113-100.0% |