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 |
|---|---|---|
MD SASS2+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $424,129 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $305,386 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $218,280 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $199,621 |
ULLICO2+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $105,603 |
SNOW CAPITAL MANAGEMENT2+ years Filed as: SNOW CAPITAL MANAGEMENT LP Service code 28 · EIN 25-1894428 | Investment Management | $101,185 |
ZIEGLER CAPITAL MANAGEMENT, LLC2+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $100,875 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 151 DETROIT STREET · DENVER, CO 80206 | Investment Management | $62,414 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $60,870 |
JOSEPH STERN CPA2+ years Filed as: JOSEPH M. STERN, CPA Service code 10 · EIN 11-3767324 | Accounting | $59,830 |
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 | $0 | $54,392-100.0% | $84,750-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 2.17% | 611.38%-609.2pp | 22.78%-20.6pp | 48.65%-46.5pp |
| Employer contribution / active EE | $14,170 | $2,943+381.5% | $3,574+296.5% | $2,182+549.5% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,332-100.0% | $70-100.0% |