See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $844,014 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET, SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $268,954 |
TOCQUEVILLE ASSET MANAGEMENT10+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $121,508 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 06-1050034 8519 E. ORCHARD ROAD 8T3 · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $116,363 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $84,036 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $79,156 |
EATON VANCE6 years Service code 28 · EIN 04-3101341 ONE POST OFFICE SQUARE, SUITE 1600 · BOSTON, MA 02109 | Investment Management | $67,418 |
Filed as: RAYMOND JAMES INVESTMENT MGMT Service code 28 · EIN 59-2385219 780 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Investment Management | $66,278 |
ANNALISA DEFALCO10+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $58,130 |
Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $55,207 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,892 | $103,641-8.4% | $107,525-11.7% | $102,872-7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.79% | 13.08%-6.3pp | 181.32%-174.5pp | 19.06%-12.3pp |
| Employer contribution / active EE | $10,953 | $5,096+114.9% | $3,754+191.8% | $3,526+210.6% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $731 | $276+164.8% | $8,919-91.8% | $292+150.2% |