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 |
|---|---|---|
ATALANTA SOSNOFF11+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $790,832 |
Filed as: MORGAN STANLEY GRAYSTONE Service code 27 · EIN 26-4310632 | Advisory (Plan) | $625,532 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $433,151 |
LORD ABBETT8 years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $331,432 |
THE BANK OF NEW YORK MELLON11+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $220,740 |
Filed as: INCOME RESEARCH+MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $179,822 |
MANNING & NAPIER8 years Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $149,969 |
F/M INVESTMENTS LLC2 years Service code 28 · EIN 93-4308588 | Investment Management | $130,949 |
Filed as: WEAVER C BARKSDALE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $102,170 |
Service code 28 · EIN 84-3937993 | Investment Management | $95,574 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,341 | $117,739-2.9% | $107,525+6.3% | $117,739-2.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 10.15% | 17.29%-7.1pp | 181.32%-171.2pp | 17.29%-7.1pp |
| Employer contribution / active EE | $12,625 | $3,746+237.0% | $3,754+236.3% | $3,746+237.0% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $311 | $112+178.2% | $8,919-96.5% | $112+178.2% |