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 |
|---|---|---|
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 17 · EIN 36-7291971 | Pension Consulting | $352,159 |
NWO ELECTRICAL ADMIN. INC.10+ years Service code 16 · EIN 34-1956758 | Consulting | $335,407 |
BLACKSTONE2 years Filed as: BLACKSTONE INVESTMENT MANAGEMENT Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $314,163 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 27 · EIN 13-3180631 | Advisory (Plan) | $290,067 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $233,429 |
METROPOLITAN WEST ASSET MANAGEMENT10+ years Service code 17 · EIN 95-4597302 | Pension Consulting | $219,441 |
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $205,053 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $200,365 |
RIVER ROAD ASSET MANAGEMENT10+ years Filed as: RIVER ROAD ASSET MANAGEMENT, LLC Service code 28 · EIN 43-2076925 | Investment Management | $186,659 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $185,724 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,831 | $241,101-5.5% | $103,333+120.5% | $199,593+14.1% |
| Participation rate | 91.7% | 78.3%+13.4pp | 74.5%+17.2pp | 72.0%+19.7pp |
| Annual return | 9.54% | 17.80%-8.3pp | 24.88%-15.3pp | 34.25%-24.7pp |
| Employer contribution / active EE | $7,870 | $4,244+85.4% | $3,868+103.5% | $3,034+159.4% |
| Participant deferral / active EE | $2,210 | $3,958-44.2% | $5,057-56.3% | $5,087-56.6% |
| Admin fee / account holder | $792 | $288+175.3% | $8,355-90.5% | $269+194.5% |