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 |
|---|---|---|
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $607,730 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 28 · EIN 45-3240790 | Investment Management | $511,087 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $440,396 |
INSIGHT NORTH AMERICA LLC4 years Service code 28 · EIN 82-0983489 | Investment Management | $281,053 |
F/M INVESTMENTS LLC2 years Service code 28 · EIN 93-4308588 | Investment Management | $249,396 |
Service code 28 · EIN 04-2895544 | Investment Management | $217,892 |
AMERICAN FUNDS1 year Filed as: WCM FOCUSED INTL GROWTH FUND LP Service code 28 · EIN 20-8941519 | Investment Management | $132,860 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $96,701 |
Filed as: SCHULTHEIS & PANETTIERI Service code 10 · EIN 13-1577780 | Accounting | $76,350 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL CO. (EASTERN STATES), INC Service code 16 · EIN 13-1835864 | Consulting | $56,000 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,525 | $241,101+7.2% | $103,333+150.2% | $199,593+29.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.65% | 17.80%-11.1pp | 24.88%-18.2pp | 34.25%-27.6pp |
| Employer contribution / active EE | $23,551 | $4,244+454.9% | $3,868+508.9% | $3,034+676.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $812 | $288+182.2% | $8,355-90.3% | $269+202.0% |