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 |
|---|---|---|
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $116,215 |
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $109,334 |
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $92,988 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $92,480 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $84,040 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $61,808 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT Service code 28 · EIN 04-3161875 | Investment Management | $60,386 |
AB FUNDS2+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $54,829 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-3479911 | Investment Management | $50,947 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $50,000 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.29% | 11.78%-0.5pp | 8.32%+3.0pp | 23.90%-12.6pp |
| Employer contribution / active EE | $15,069 | $11,309+33.3% | $30,793-51.1% | $16,539-8.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |