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 |
|---|---|---|
ALGER7+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $296,418 |
BAIRD FUNDS7+ years Filed as: ROBERT MCGINN Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $273,149 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 | Investment Management | $243,906 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $239,973 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $199,156 |
Service code 28 · EIN 13-3257590 | Investment Management | $179,502 |
KIMBERLY FUREY7+ years Service code 30 · EIN 23-1627410 | Employee (plan); Direct payment from ... | $146,133 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $129,162 |
VICTORY7+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $125,752 |
AMERICAN REALTY ADVISORS6 years Service code 28 · EIN 33-0123114 | Investment Management | $119,315 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -6.89% | -7.95%+1.1pp | -5.84%-1.0pp | 23.41%-30.3pp |
| Employer contribution / active EE | $9,927 | $13,972-29.0% | $31,839-68.8% | $12,650-21.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |