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 |
|---|---|---|
EMPLOYEE K2+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1188411 | Employee (plan); Direct payment from ... | $522,820 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $459,505 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $334,720 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $261,628 |
SMITH GRAHAM2+ years Service code 28 · EIN 76-0301817 | Investment Management | $255,475 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $247,618 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $226,622 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $221,606 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $211,538 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $155,312 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 8.01% | 10.84%-2.8pp | 5.00%+3.0pp | 5.86%+2.1pp |
| Employer contribution / active EE | $3,553 | $5,136-30.8% | $35,918-90.1% | $10,137-64.9% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |