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 |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB REALTY Service code 28 · EIN 52-2037618 | Investment Management | $150,765 |
FARR MILLER & WASHINGTON2+ years Filed as: FARR MILLER Service code 28 · EIN 52-1979573 | Investment Management | $135,927 |
DEROY & DEVEREAUX2+ years Filed as: DEROY AND DEVEREAUX Service code 28 · EIN 38-2251232 | Investment Management | $134,968 |
Filed as: QUEST Service code 28 · EIN 93-0880854 | Investment Management | $127,083 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-1554520 | Investment Management | $96,831 |
INDURE FUND2+ years Service code 28 · EIN 26-3437991 | Investment Management | $94,554 |
SEGALL BRYANT & HAMILL2+ years Service code 28 · EIN 41-1788385 | Investment Management | $75,481 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $73,293 |
MCDONNELL INVESTMENT MANAGER LLC2+ years Service code 28 · EIN 36-3738564 | Investment Management | $70,884 |
BROADVIEW2+ years Service code 28 · EIN 39-2020480 | Investment Management | $66,157 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.02% | 12.33%-0.3pp | 8.32%+3.7pp | 17.84%-5.8pp |
| Employer contribution / active EE | $11,191 | $11,641-3.9% | $30,793-63.7% | $14,688-23.8% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |