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 |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $228,700 |
MANNING & NAPIER6+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $224,118 |
Service code 49 · EIN 16-0821557 | Other Services | $203,735 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $173,769 |
GCM GROSVENOR3 years Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $100,000 |
SEG PARTNERS II, L.P.1 year Filed as: SEG PARTNERS LTD. Service code 28 · EIN 02-1181229 | Investment Management | $81,268 |
O'SULLIVAN ASSOCIATES1 year Service code 17 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Pension Consulting | $47,050 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $44,962 |
Filed as: REINHART PARTNERS Service code 28 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $44,246 |
ASHER KELLY2 years Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $42,332 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 14.77% | 24.46%-9.7pp | 11.08%+3.7pp | 13.24%+1.5pp |
| Employer contribution / active EE | $8,041 | $11,981-32.9% | $28,409-71.7% | $14,616-45.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |