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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $254,438 |
Filed as: TCW INVESTMENT MGMT CO Service code 28 · EIN 95-3703295 | Investment Management | $173,176 |
CAMBIAR INVESTORS LLC2+ years Service code 28 · EIN 84-1596610 | Investment Management | $166,095 |
SHEEHAN & COMPANY2+ years Filed as: P. SHEEHAN Service code 30 · EIN 13-6817367 | Employee (plan); Direct payment from ... | $143,785 |
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $134,698 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $133,547 |
INVESCO2+ years Filed as: INVESCO ADVISERS INC. Service code 28 · EIN 58-1707262 | Investment Management | $111,902 |
MADISON INVESTMENT ADVISORS2+ years Filed as: MADISON INVESTMENT ADVISORS INC. Service code 28 · EIN 54-1815009 | Investment Management | $109,999 |
RENAISSANCE2+ years Filed as: RENAISSANCE INVESTMENT MGMT Service code 28 · EIN 31-1448100 | Investment Management | $87,976 |
C. BAFFUTO2+ years Service code 30 · EIN 13-6817367 | Direct payment from the plan; Employe... | $87,752 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $144,301 | $82,683+74.5% | $133,980+7.7% | $65,292+121.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 6.17% | 9.63%-3.5pp | 29.30%-23.1pp | 11.84%-5.7pp |
| Employer contribution / active EE | $8,812 | $3,583+145.9% | $5,211+69.1% | $2,302+282.8% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $309 | $66+370.5% | $9,324-96.7% | $57+439.0% |