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... | $134,903 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Direct payment from the plan; Custodi... | $62,553 |
AMERICAN REALTY ADVISORS8 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $49,819 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $44,207 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY · SOUTHFIELD, MI 48075 | Legal | $25,441 |
POLEN CAPITAL1 year Service code 28 500 BOYLSTON STREET · BOSTON, MA 02116 | Investment Management | $23,964 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $22,763 |
BONADIO & CO., LLP8 years Service code 10 · EIN 16-1131146 | Accounting | $20,993 |
MANNING & NAPIER11+ years Service code 28 · EIN 16-0995736 | Investment Management | $18,160 |
WAYCROSS1 year Service code 28 4965 U.S. HIGHWAY 42, SUITE 2900 · LOUISVILLE, KY 40222 | Investment Management | $17,373 |
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 | $42,008 | $95,880-56.2% | $107,525-60.9% | $85,563-50.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 8.29% | 68.06%-59.8pp | 181.32%-173.0pp | 31.51%-23.2pp |
| Employer contribution / active EE | $4,093 | $3,812+7.4% | $3,754+9.0% | $2,654+54.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $260 | $1,025-74.6% | $8,919-97.1% | $834-68.8% |