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 |
|---|---|---|
EARNEST PARTNERS, LLC6+ years Service code 28 · EIN 58-2386669 | Investment Management | $816,309 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $815,445 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $712,942 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $673,799 |
SCHULTHEIS & PANETTIERI, LLP6+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $525,181 |
BOSTON PARTNERS4 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $407,650 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $304,254 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $300,111 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $266,718 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $196,500 |
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.
Employer contribution per participant 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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 12.72% | 6.00%+6.7pp | 8.01%+4.7pp | 5230.06%-5217.3pp |
| Employer contribution / active EE | $7,543 | $14,010-46.2% | $29,475-74.4% | $10,491-28.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |