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 |
|---|---|---|
BLACKSTONE1+ years Filed as: BLACKSTONE ALT ASSET MGMT, LP Service code 28 · EIN 13-3702086 | Investment Management | $951,353 |
BLACKROCK1+ years Filed as: BLACKROCK PRIVATE EQUITY Service code 28 1 UNIVERSITY SQUARE · PRINCETON, NJ 08540 | Investment Management | $568,443 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INVESTMENT PARTNERS, LTD Service code 28 · EIN 98-0117968 | Investment Management | $546,591 |
MCKINLEY CAPITAL MANAGEMENT LLC1+ years Filed as: MCKINLEY CAP MANAGEMENT, LLC Service code 28 · EIN 92-0136349 | Investment Management | $533,883 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $504,502 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $489,390 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $483,550 |
RIVERBRIDGE PARTNERS1+ years Service code 28 · EIN 41-1930193 | Investment Management | $447,154 |
FIRST RESERVE FUND XIII, L.P.1+ years Filed as: FIRST RESERVE ADVISORS, LLC Service code 28 · EIN 33-1223766 | Investment Management | $396,301 |
NB ALTERNATIVES ADVISERS LLC1+ years Service code 28 · EIN 30-0536163 | Investment Management | $357,919 |
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.
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 2.21% | 7.64%-5.4pp | 4.74%-2.5pp | 10.64%-8.4pp |
| Employer contribution / active EE | $594 | $7,500-92.1% | $36,089-98.4% | $11,561-94.9% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |