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 |
|---|---|---|
Filed as: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $29,030 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $24,550 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $20,798 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $11,512 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $10,131 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $9,131 |
CITIBANK10+ years Filed as: CITIBANK, N.A. Service code 27 · EIN 13-6091762 | Advisory (Plan) | $0 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $505,629-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 17.1%-17.1pp |
| Annual return | 9.32% | 9.71%-0.4pp | 8.40%+0.9pp | 9.82%-0.5pp |
| Employer contribution / active EE | $18,580 | $16,356+13.6% | $39,312-52.7% | $13,587+36.8% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $38,466-100.0% | $2,893-100.0% |