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 |
|---|---|---|
FINANCIAL NETWORK INVESTMENT CORP10+ years Service code 27 200 N. SEPULVEDA BLVD SUITE 1300 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $107,169 |
CONRAD SIEGEL8 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $19,195 |
Filed as: ARISTOTLE INVESTMENT SERVICES, LLC Service code 28 P.O. BOX 2175 · MILWAUKEE, WI 532012175 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 · EIN 95-1411037 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 · EIN 93-0577450 | Investment Management | $0 |
Service code 28 6256 GREENWICH DRIVE SUITE 550 · SAN DIEGO, CA 92122 | Investment Management | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INSTITUTIONAL, L Service code 28 · EIN 94-3167260 | Investment Management | $0 |
FUND DIRECT ADVISORS1 year Filed as: FS FUND ADVISOR, LLC Service code 28 201 ROUSE BOULEVARD · PHILADELPHIA, PA 19112 | Investment Management | $0 |
THE HARTFORD1 year Filed as: HARTFORD FUNDS MANAGEMENT COMPANY, Service code 28 801 PENNSYLVANIA AVE SUITE 219060 · KANSAS CITY, MO 64105 | Investment Management | $0 |
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 | $81,575 | $86,944-6.2% | $107,525-24.1% | $74,304+9.8% |
| Participation rate | 89.3% | 59.6%+29.8pp | 75.1%+14.3pp | 60.3%+29.0pp |
| Annual return | 13.12% | 23.52%-10.4pp | 181.32%-168.2pp | 29.43%-16.3pp |
| Employer contribution / active EE | $11,289 | $2,757+309.5% | $3,754+200.8% | $2,241+403.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $510 | $3,727-86.3% | $8,919-94.3% | $2,969-82.8% |