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 |
|---|---|---|
FIRST MANHATTAN CO.6+ years Filed as: FIRST MANHATTAN Service code 26 · EIN 13-1957714 | Advisory (Participants) | $31,150 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,743 | $100,801+312.4% | $149,696+177.7% | $73,409+466.3% |
| Participation rate | 97.2% | 77.7%+19.5pp | 82.5%+14.7pp | 72.2%+25.0pp |
| Annual return | 18.07% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $7,601 | $3,312+129.5% | $4,644+63.7% | $2,234+240.3% |
| Participant deferral / active EE | $12,679 | $6,404+98.0% | $6,842+85.3% | $3,805+233.2% |
| Admin fee / account holder | $286 | $181+58.2% | $9,309-96.9% | $158+81.2% |