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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 500 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,866 |
Service code 28 · EIN 04-3370184 101 MISSION · SAN FRANCISCO, CA 94105 | Investment Management | $7,259 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, CT 06880 | Investment Management | $7,088 |
JACKSON SQUARE PARTNERS1 year Service code 28 · EIN 80-0945254 101 CALIFORNIA STREET · SAN FRANCISCO, CA 94111 | Investment Management | $6,394 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $5,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,477 | $45,324+68.7% | $122,332-37.5% | $69,631+9.8% |
| Participation rate | 59.7% | 59.9%-0.2pp | 71.6%-11.9pp | 70.7%-10.9pp |
| Annual return | 22.30% | 25.35%-3.0pp | 30.27%-8.0pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $3,208 | $1,230+160.9% | $4,050-20.8% | $2,032+57.8% |
| Participant deferral / active EE | $4,878 | $2,367+106.1% | $3,287+48.4% | $3,224+51.3% |
| Admin fee / account holder | $0 | $87-100.0% | $5,478-100.0% | $110-100.0% |