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 |
|---|---|---|
JOINT INDUSTRY BOARD10+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $4,037,845 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $826,527 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $352,713 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $349,113 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $268,018 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $244,059 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $238,462 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520348 | Investment Management | $207,284 |
INSIGHT NORTH AMERICA LLC6 years Service code 28 · EIN 82-0983489 | Investment Management | $160,942 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $54,903 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,848 | $140,769-58.9% | $107,525-46.2% | $140,769-58.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 6.13% | 16.82%-10.7pp | 181.32%-175.2pp | 16.82%-10.7pp |
| Employer contribution / active EE | $5,387 | $3,906+37.9% | $3,754+43.5% | $3,906+37.9% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $179 | $229-21.9% | $8,919-98.0% | $229-21.9% |