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 |
|---|---|---|
PARNASSUS10+ years Filed as: PARNASSUS INVESTMENTS INC Service code 28 · EIN 94-2943858 | Investment Management | $1,161,020 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE ASSOCIATES Service code 28 · EIN 52-0556948 | Investment Management | $1,042,370 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $834,898 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $789,099 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC10+ years Service code 28 · EIN 20-0292745 | Investment Management | $677,819 |
LAZARD ASSET MANAGEMENT10+ years Service code 28 · EIN 13-5545100 | Investment Management | $647,846 |
PIMCO FUNDS8 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $641,135 |
KKR PRISMA3 years Filed as: KKR DIVERSIFIED CORE INFRASTRUCTURE Service code 28 30 HUDSON YARDS, SUITE 7500 · NEW YORK, NY 10001 | Investment Management | $493,624 |
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE PARTNERS Service code 28 · EIN 83-3025827 | Investment Management | $415,159 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-0288125 | Investment Management | $348,325 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.68% | 9.57%+1.1pp | 9.65%+1.0pp | 9.57%+1.1pp |
| Employer contribution / active EE | $10,401 | $8,891+17.0% | $26,259-60.4% | $8,891+17.0% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |