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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT CO Service code 28 · EIN 25-1890416 | Investment Management | $278,101 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $277,900 |
MD SASS3+ years Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $242,100 |
ZIEGLER CAPITAL MANAGEMENT, LLC3+ years Filed as: ZIEGLER CAPITAL MANAGEMENT Service code 28 · EIN 27-2347077 | Investment Management | $163,269 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $162,917 |
ULLICO3+ years Filed as: UNION LABOR LIFE INS. CO. Service code 28 · EIN 13-1423090 | Investment Management | $108,799 |
SNOW CAPITAL MANAGEMENT3+ years Filed as: SNOW CAPITAL MANAGEMENT LP Service code 28 · EIN 25-1894428 | Investment Management | $80,200 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: JANUS CAPITAL MGMT, LLC Service code 28 · EIN 75-3019302 | Investment Management | $74,334 |
JOSEPH STERN CPA3+ years Filed as: JOSEPH M. STERN, CPA Service code 10 · EIN 11-3767324 | Accounting | $72,950 |
NEWTOWER TRUST COMPANY2 years Service code 21 · EIN 30-0872552 | Bank Trustee | $69,527 |
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 | $221,442-100.0% | $92,233-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 5.69% | 15.65%-10.0pp | 176.28%-170.6pp | 20.87%-15.2pp |
| Employer contribution / active EE | $14,342 | $3,226+344.6% | $3,679+289.8% | $2,310+520.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |