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 ADVISORS10+ years Filed as: STATESTREET Service code 21 · EIN 04-1867445 | Bank Trustee | $6,706,853 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $3,965,588 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $3,483,088 |
LOOMIS SAYLES10+ years Filed as: THE LOOMIS, SAYLES & COMPANY, L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $2,648,010 |
RBC WEALTH MANAGEMENT10+ years Filed as: RBC CAPITAL MARKETS Service code 67 · EIN 41-1416330 | Other insurance wrap fees | $2,372,860 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $1,689,647 |
METLIFE LIFE INSURANCE COMPANY10+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 73 · EIN 13-5581829 | Other insurance fees and expenses | $1,638,084 |
BRIDGEWATER10+ years Service code 51 · EIN 13-2871809 | Investment Mgmt Fees | $1,615,035 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 67 · EIN 04-1590850 | Other insurance wrap fees | $1,560,271 |
IBM10+ years Service code 14 · EIN 13-0871985 | Plan Administrator | $1,405,037 |
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.
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 | $409,329 | $128,056+219.6% | $146,958+178.5% | $106,382+284.8% |
| Participation rate | 95.4% | 67.2%+28.1pp | 82.2%+13.2pp | 69.9%+25.5pp |
| Annual return | 14.64% | 17.89%-3.3pp | 418.34%-403.7pp | 17.37%-2.7pp |
| Employer contribution / active EE | $0 | $3,384-100.0% | $4,933-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $19,187 | $7,674+150.0% | $8,070+137.8% | $5,569+244.6% |
| Admin fee / account holder | $244 | $89+175.9% | $12,998-98.1% | $79+208.5% |