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 |
|---|---|---|
MANNING & NAPIER7+ years Service code 28 · EIN 45-3328488 | Investment Management | $161,199 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $120,514 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $103,706 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $98,645 |
BLITMAN & KING7+ years Service code 50 · EIN 16-1047304 | Direct Payment | $86,393 |
AB FUNDS7+ years Filed as: INTECH US LARGE CAP GROWTH FUND LLC Service code 28 · EIN 20-0055624 | Investment Management | $82,003 |
Filed as: MESIROW FINANCIAL Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $79,581 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $77,177 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $70,716 |
MARCO CONSULTING GROUP7+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $60,000 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.03% | -8.26%+2.2pp | -5.84%-0.2pp | 2.77%-8.8pp |
| Employer contribution / active EE | $17,604 | $12,543+40.3% | $31,839-44.7% | $15,262+15.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |