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 |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $497,976 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT, LLC Service code 28 · EIN 26-0319356 | Investment Management | $315,578 |
Filed as: WESTERN ASSET MANAGEMENT CO., LLC Service code 28 · EIN 52-1200960 | Investment Management | $295,111 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $243,477 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $241,686 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 05-0530199 | Investment Management | $232,124 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $161,417 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $88,533 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $78,954 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $75,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,334 | $49,105-19.9% | $92,893-57.7% | $89,569-56.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.85% | 32.35%-18.5pp | 109.41%-95.6pp | 34.56%-20.7pp |
| Employer contribution / active EE | $4,613 | $3,373+36.8% | $3,653+26.3% | $2,584+78.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $197 | $93+112.7% | $5,794-96.6% | $72+174.9% |