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 6-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 |
|---|---|---|
ARROWSTREET CAPITAL2 years Service code 28 · EIN 04-3472863 | Investment Management | $1,731,973 |
ALIGHT SOLUTIONS LLC5+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $1,037,635 |
MFS INVESTMENT MANAGEMENT5+ years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $917,375 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $433,517 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 21 · EIN 46-3793325 | Bank Trustee | $392,391 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT Service code 28 · EIN 95-4871957 | Investment Management | $364,091 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $322,318 |
SCHRODER INVESTMENT MANAGEMENT5+ years Service code 28 · EIN 13-4064414 | Investment Management | $241,662 |
NEPC, LLC4 years Filed as: NEPC Service code 16 · EIN 26-1429809 | Consulting | $202,788 |
ARTISAN PARTNERS5+ years Service code 28 · EIN 30-0551775 | Investment Management | $134,676 |
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 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $257,283 | $106,382+141.8% | $103,476+148.6% | $106,382+141.8% |
| Participation rate | 98.6% | 69.9%+28.7pp | 80.5%+18.1pp | 69.9%+28.7pp |
| Annual return | 13.48% | 17.37%-3.9pp | 23.90%-10.4pp | 17.37%-3.9pp |
| Employer contribution / active EE | $8,564 | $3,364+154.6% | $4,672+83.3% | $3,364+154.6% |
| Participant deferral / active EE | $12,985 | $5,569+133.2% | $6,623+96.1% | $5,569+133.2% |
| Admin fee / account holder | $400 | $79+404.4% | $9,413-95.8% | $79+404.4% |