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 |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,151,598 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $1,081,593 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $983,990 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $906,766 |
ULLICO10+ years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $729,221 |
INVESCO8 years Filed as: INVESCO ADVISORS, INC Service code 28 · EIN 58-1707262 | Investment Management | $689,565 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 68 · EIN 33-0629048 | Soft dollars commissions | $223,239 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $178,750 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 49 4340 REDWOOD HIGHWAY, SUITE B-60 · SAN RAFAEL, CA 94903 | Other Services | $164,578 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $152,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,466 | $63,356+77.5% | $103,374+8.8% | $106,408+5.7% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.9%+30.1pp |
| Annual return | 23.39% | 14.77%+8.6pp | 24.89%-1.5pp | 17.37%+6.0pp |
| Employer contribution / active EE | $7,330 | $4,310+70.1% | $3,869+89.4% | $3,361+118.1% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,058-100.0% | $5,567-100.0% |
| Admin fee / account holder | $247 | $110+124.4% | $8,394-97.1% | $79+212.4% |