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 MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $69,403 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $53,829 |
NATIONAL INVESTMENT SERVICES4+ years Service code 28 · EIN 80-0169636 | Investment Management | $42,676 |
JANUS HENDERSON4+ years Filed as: JANUS CAPITAL MANANGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $35,117 |
DENISE DELHAYE4+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-2187389 | Employee (plan) | $34,521 |
DOWD, BLOCH & BENNETT2 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $34,063 |
LANER MUCHIN4+ years Service code 29 · EIN 36-3088463 | Legal | $29,552 |
LAURA CABALLERO4+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $26,772 |
AMY HERTZ4+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $25,791 |
GREAT LAKES ADVISORS, LLC4+ years Service code 28 · EIN 80-0292839 | Investment Management | $22,276 |
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 | $0 | $69,159-100.0% | $125,175-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 79.8%-79.8pp | 71.3%-71.3pp |
| Annual return | -0.06% | 27.12%-27.2pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $2,127 | $2,023+5.1% | $3,865-45.0% | $2,148-1.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,702-100.0% | $142-100.0% |