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 ADVISORS7+ years Filed as: STATESTREET Service code 18 · EIN 04-1867445 | Custodial (securities); Trustee (dire... | $6,819,101 |
METLIFE LIFE INSURANCE COMPANY7+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $5,490,372 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $5,207,108 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $4,490,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,410,007 |
LOOMIS SAYLES7+ years Filed as: THE LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $3,052,716 |
RBC WEALTH MANAGEMENT7+ years Filed as: RBC CAPITAL MARKETS Service code 67 · EIN 41-1416330 | Other insurance wrap fees | $2,969,825 |
BRIDGEWATER7+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $2,726,415 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD Service code 51 · EIN 23-1945930 | Investment Mgmt Fees | $2,217,575 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 51 · EIN 13-5582869 | Investment Mgmt Fees | $2,208,128 |
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 | $405,163 | $107,662+276.3% | $159,436+154.1% | $106,520+280.4% |
| Participation rate | 96.6% | 69.4%+27.2pp | 82.8%+13.8pp | 71.3%+25.3pp |
| Annual return | 12.05% | 22.17%-10.1pp | 263.57%-251.5pp | 19.28%-7.2pp |
| Employer contribution / active EE | $8,654 | $2,741+215.7% | $4,829+79.2% | $2,840+204.7% |
| Participant deferral / active EE | $18,872 | $6,799+177.6% | $7,352+156.7% | $4,948+281.4% |
| Admin fee / account holder | $221 | $69+222.2% | $10,799-98.0% | $75+196.6% |