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 |
|---|---|---|
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 22-2772200 | Investment Management | $325,499 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 28 · EIN 01-0614895 | Investment Management | $185,535 |
MICHAEL E BURNS5+ years Service code 30 · EIN 23-6406511 | Employee (plan); Direct payment from ... | $156,126 |
RBC WEALTH MANAGEMENT5+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $149,904 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $126,428 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 28 · EIN 98-0465834 | Investment Management | $123,899 |
FIERA CAPITAL4 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $103,677 |
SEI INVESTMENTS5+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $98,803 |
CATHERINE LAURIO5+ years Filed as: CATHERINE ROLLER Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $87,267 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $72,866 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -12.24% | 6.41%-18.6pp | 8.01%-20.2pp | 11.45%-23.7pp |
| Employer contribution / active EE | $31,611 | $11,592+172.7% | $29,475+7.2% | $17,219+83.6% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |