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 |
|---|---|---|
Filed as: ROCHESTER WELFARE FUND Service code 40 · EIN 16-0821557 | Foreign entity (e.g., an agent or bro... | $140,636 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Direct payment from the plan; Custodi... | $90,622 |
AMERICAN REALTY ADVISORS7 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $55,892 |
MANNING & NAPIER10+ years Service code 28 · EIN 16-0995736 | Investment Management | $32,983 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $24,698 |
ASHER KELLY5 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $22,789 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $21,525 |
BONADIO & CO., LLP7 years Service code 10 · EIN 16-1131146 | Accounting | $19,693 |
Filed as: REINHART Service code 28 · EIN 26-4310632 | Investment Management | $14,647 |
SALIENT4 years Service code 28 P.O. BOX 1345 · DENVER, CO 80201 | Investment Management | $12,460 |
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 | $42,396 | $82,917-48.9% | $103,333-59.0% | $77,643-45.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 7.81% | 19.13%-11.3pp | 24.88%-17.1pp | 31.24%-23.4pp |
| Employer contribution / active EE | $3,959 | $3,552+11.5% | $3,868+2.4% | $2,726+45.2% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $282 | $638-55.8% | $8,355-96.6% | $430-34.5% |