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 MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $69,152 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $59,918 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $42,830 |
JANUS HENDERSON5+ years Filed as: JANUS CAPITAL MANANGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $34,266 |
DENISE DELHAYE5+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-2187389 | Employee (plan) | $33,191 |
LANER MUCHIN5+ years Service code 29 · EIN 36-3088463 | Legal | $31,446 |
AMY HERTZ5+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $31,410 |
LAURA CABALLERO5+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $31,293 |
DOWD, BLOCH & BENNETT3 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $28,564 |
GREAT LAKES ADVISORS, LLC5+ years Service code 28 · EIN 80-0292839 | Investment Management | $22,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,419-100.0% | $133,956-100.0% | $73,409-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 79.8%-79.8pp | 72.2%-72.2pp |
| Annual return | 8.44% | 33.35%-24.9pp | 45.09%-36.7pp | 59.29%-50.9pp |
| Employer contribution / active EE | $2,227 | $2,044+9.0% | $3,919-43.2% | $2,234-0.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,048-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,927-100.0% | $158-100.0% |