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 |
|---|---|---|
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $131,971 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $88,404 |
GLEN CAMISA1 year Service code 30 · EIN 11-2480671 | Employee (plan) | $62,409 |
AEW CAPITAL MANAGEMENT2+ years Filed as: AEW Service code 27 · EIN 26-0557406 | Advisory (Plan) | $61,270 |
HARDING LOEVNER LP1 year Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $54,889 |
CALIBRE CPA GROUP PLLC2+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $52,048 |
RICHIE KNICE1 year Service code 30 · EIN 11-2480671 | Employee (plan) | $41,550 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 | Investment Management | $40,513 |
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $38,500 |
Service code 29 · EIN 11-2940050 | Legal | $36,604 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.91% | 6.13%-0.2pp | 4.74%+1.2pp | 9.19%-3.3pp |
| Employer contribution / active EE | $6,508 | $10,206-36.2% | $36,089-82.0% | $12,608-48.4% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |