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 year Filed as: BLACKSTONE ALT ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $1,012,428 |
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $988,432 |
GOLDMAN SACHS1 year Filed as: SOROBAN CAPITAL PARTNERS LP Service code 28 · EIN 32-0303386 | Investment Management | $780,490 |
COATUE MANAGEMENT LLC1 year Service code 28 · EIN 13-4078032 | Investment Management | $763,766 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $509,620 |
FIRST RESERVE FUND XIII, L.P.2+ years Filed as: FIRST RESERVE ADVISORS, LLC Service code 28 · EIN 98-1046104 | Investment Management | $429,773 |
LORD ABBETT2+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $397,437 |
ANGELO GORDON2+ years Filed as: ANGELO, GORDON & CO Service code 28 · EIN 13-3478879 | Investment Management | $373,943 |
Filed as: MONDRIAN INVESTMENT PARTNERS LTD Service code 28 · EIN 98-0117968 | Investment Management | $360,961 |
Service code 28 · EIN 26-2124641 | Investment Management | $359,663 |
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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 8.74% | 13.90%-5.2pp | 10.36%-1.6pp | 1057.21%-1048.5pp |
| Employer contribution / active EE | $603 | $9,853-93.9% | $37,738-98.4% | $14,374-95.8% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |