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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATESTREET Service code 18 · EIN 04-1867445 | Custodial (other than securities); Ot... | $11,261,194 |
METLIFE LIFE INSURANCE COMPANY5+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $5,645,788 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $5,280,587 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $5,253,196 |
RBC WEALTH MANAGEMENT5+ years Filed as: RBC CAPITAL MARKETS Service code 67 · EIN 41-1416330 | Other insurance wrap fees | $4,085,971 |
BRIDGEWATER5+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $2,790,868 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 51 · EIN 13-5582869 | Investment Mgmt Fees | $2,450,389 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 67 · EIN 04-1590850 | Other insurance wrap fees | $1,950,639 |
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD Service code 51 · EIN 23-1945930 | Investment Mgmt Fees | $1,927,984 |
BLACKROCK5+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $1,861,577 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,403 | $81,548+301.5% | $141,162+131.9% | $89,569+265.5% |
| Participation rate | 96.9% | 64.9%+32.0pp | 82.5%+14.4pp | 69.6%+27.3pp |
| Annual return | 19.71% | 47.43%-27.7pp | 71.39%-51.7pp | 34.56%-14.8pp |
| Employer contribution / active EE | $8,194 | $2,272+260.7% | $4,735+73.1% | $2,584+217.1% |
| Participant deferral / active EE | $14,742 | $5,280+179.2% | $6,709+119.7% | $4,220+249.3% |
| Admin fee / account holder | $211 | $68+209.3% | $10,261-97.9% | $72+193.9% |