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 |
|---|---|---|
Service code 13 · EIN 52-6148540 | Contract Administrator | $388,571 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $149,504 |
PGIM INVESTMENTS3 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $103,854 |
ASB CAPITAL MANAGEMENT5 years Service code 28 · EIN 80-0618452 | Investment Management | $54,479 |
MARQUETTE ASSOCIATES7+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $41,395 |
STATE STREET GLOBAL ADVISORS4 years Service code 28 · EIN 81-4017137 | Investment Management | $39,369 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 84-3937993 | Investment Management | $35,686 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $22,522 |
RHUMBLINE ADVISORS3 years Service code 28 · EIN 04-3118582 | Investment Management | $17,713 |
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.
Employer contribution per participant 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 | $0 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 14.98% | 15.63%-0.7pp | 11.31%+3.7pp | 15.63%-0.7pp |
| Employer contribution / active EE | $2,969 | $11,476-74.1% | $35,729-91.7% | $11,476-74.1% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |