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 BOARD7+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $3,592,931 |
ASB CAPITAL MANAGEMENT4 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $395,117 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $363,752 |
RIDGEWORTH4 years Filed as: SEIX INVESTMENT ADVISORS Service code 28 · EIN 95-4191764 | Investment Management | $355,781 |
PGIM INVESTMENTS6 years Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $318,799 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $279,192 |
MORLEY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 93-0849924 | Investment Management | $211,049 |
Filed as: INSIGHT NORTH AMERICA, LLC Service code 28 · EIN 82-0983489 | Investment Management | $157,559 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $155,858 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $138,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,000 | $51,785-5.4% | $112,228-56.3% | $89,394-45.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -7.13% | -11.06%+3.9pp | 27.45%-34.6pp | -11.89%+4.8pp |
| Employer contribution / active EE | $4,371 | $3,782+15.6% | $3,635+20.3% | $3,022+44.7% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $194 | $102+90.9% | $6,410-97.0% | $79+144.1% |