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 |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP3 years Filed as: FORTRESS INVESTMENT GROUP LLC Service code 28 · EIN 20-5837959 | Investment Management | $5,000,611 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $2,604,461 |
BLUE TORCH CAPITAL LP2 years Filed as: BLUE TORCH CAPITAL Service code 28 430 PARK AVENUE · WESTPORT, CT 06902 | Investment Management | $2,458,892 |
Service code 28 · EIN 46-1394333 | Investment Management | $1,907,708 |
GOLDMAN SACHS3 years Filed as: METRIC CAPITAL PARTNERS LLP Service code 28 | Investment Management | $1,560,612 |
400 CAPITAL MANAGEMENT LLC5 years Service code 28 · EIN 26-3489627 | Investment Management | $1,324,228 |
Service code 28 · EIN 81-2437631 | Investment Management | $1,296,678 |
STONE POINT CAPITAL LLC4 years Service code 28 · EIN 20-2508799 | Investment Management | $1,290,920 |
Filed as: KENNEDY LEWIS INVESTMENT MANAGEMENT Service code 28 · EIN 81-4883841 | Investment Management | $1,192,511 |
OCP ASIA3 years Service code 28 | Investment Management | $1,091,757 |
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 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 11.91% | 9.57%+2.3pp | 9.79%+2.1pp | 9.57%+2.3pp |
| Employer contribution / active EE | $840 | $8,891-90.6% | $40,174-97.9% | $8,891-90.6% |
| Participant deferral / active EE | $0 | $333-100.0% | $199-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |