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 |
|---|---|---|
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $329,984 |
DEROY & DEVEREAUX6 years Service code 51 · EIN 38-2251232 | Investment Mgmt Fees | $254,335 |
FARR MILLER & WASHINGTON6 years Service code 28 · EIN 52-1979573 | Investment Management | $251,417 |
SEGALL BRYANT & HAMILL10+ years Service code 28 · EIN 35-2679129 | Investment Management | $169,604 |
Service code 28 · EIN 26-2237421 | Investment Management | $116,397 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $105,066 |
Filed as: NATIONAL INVST. SERVICES OF AMERICA Service code 28 · EIN 84-3937993 | Investment Management | $90,176 |
PNC BANK, N.A.4 years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $85,373 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $76,139 |
DAVID RAY9 years Service code 14 · EIN 35-1102579 | Plan Administrator | $73,910 |
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.
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 | 10.45% | 10.50%0pp | 9.65%+0.8pp | 9.22%+1.2pp |
| Employer contribution / active EE | $13,636 | $14,720-7.4% | $26,259-48.1% | $13,567+0.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |