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 |
|---|---|---|
UFCW LOCAL 15003+ years Service code 49 · EIN 13-5342295 | Other Services | $931,177 |
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 12 · EIN 44-0666987 | Claims processing; Consulting (pension) | $354,871 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $329,856 |
Filed as: THE PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $249,873 |
WEDGE CAPITAL MANAGEMENT1 year Service code 28 · EIN 56-1557450 | Investment Management | $245,087 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $147,592 |
ALGER1 year Filed as: FRED ALGER MANAGEMENT, INC Service code 28 · EIN 13-2510855 | Investment Management | $143,820 |
WINSLOW CAPITAL MANAGEMENT3+ years Service code 28 · EIN 90-0860896 | Investment Management | $122,928 |
MD SASS3+ years Filed as: M.D. SASS Service code 28 · EIN 13-2704843 | Investment Management | $118,643 |
Filed as: PRUDENTIAL (PRISA) Service code 28 · EIN 22-1211670 | Investment Management | $100,774 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $14,491,905-100.0% | $158,640-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 22.2%-22.2pp | 5.3%-5.3pp |
| Annual return | 10.75% | 1057.21%-1046.5pp | 10.65%+0.1pp | 1057.21%-1046.5pp |
| Employer contribution / active EE | $1,541 | $14,374-89.3% | $30,880-95.0% | $14,374-89.3% |
| Participant deferral / active EE | $0 | $351-100.0% | $65-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,478-100.0% | $81,210-100.0% |