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 |
|---|---|---|
BENESYS, INC.10+ years Filed as: BENESYS INC Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $47,345 |
ULLICO5 years Filed as: UNION LABOR LIFE INSURANCE CO. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $46,855 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $43,612 |
ALLOTTA FARLEY CO LPA10+ years Filed as: ALLOTTA & FARLEY CO, LPA Service code 29 3240 LEVIS COMMONS BLVD · PERRYSBURG, OH 43551 | Legal | $39,560 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN CORE REALTY Service code 28 · EIN 33-0123114 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $35,662 |
PNC BANK, N.A.10+ years Filed as: PNC BANK NA Service code 19 300 FIFTH AVENUE · PITTSBURGH, PA 15222 | Securities Custodian | $33,550 |
MANNING & NAPIER10+ years Service code 28 290 WOODCLIFF DR. · FAIRPORT, NY 14450 | Investment Management | $30,705 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 16 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Consulting | $30,000 |
COMERICA BANK10+ years Filed as: COMERICA Service code 28 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Investment Management | $23,279 |
Service code 28 1227 25TH STREET, NW · WASHINGTON, DC 20037 | Investment Management | $15,772 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,266 | $103,641-73.7% | $107,525-74.6% | $102,872-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 9.34% | 13.08%-3.7pp | 181.32%-172.0pp | 19.06%-9.7pp |
| Employer contribution / active EE | $3,776 | $5,096-25.9% | $3,754+0.6% | $3,526+7.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $91 | $276-67.2% | $8,919-99.0% | $292-69.0% |