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 |
|---|---|---|
Service code 49 · EIN 16-0821557 | Other Services | $294,289 |
AMERICAN REALTY ADVISORS7 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $202,457 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $180,431 |
MANNING & NAPIER8+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $145,225 |
Filed as: KARPUS INVESTMENT Service code 28 · EIN 16-1290558 | Investment Management | $97,840 |
GCM GROSVENOR5 years Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $84,734 |
SEG PARTNERS II, L.P.3 years Filed as: SEG PARTNERS LTD. Service code 28 · EIN 02-1181229 | Investment Management | $72,136 |
POLEN CAPITAL2 years Service code 28 1825 CORPORATE BLVD NW 300 · BOCA RATON, FL 33431 | Investment Management | $57,744 |
O'SULLIVAN ASSOCIATES3 years Service code 17 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Pension Consulting | $50,877 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $47,524 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 8.94% | 7.15%+1.8pp | 20.18%-11.2pp | 37.74%-28.8pp |
| Employer contribution / active EE | $8,565 | $13,270-35.5% | $29,108-70.6% | $15,781-45.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |