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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 515 S FLOWER ST · LOS ANGELES, CA 90071 | Investment Management | $544,896 |
MORGAN STANLEY SMITH BARNEY2 years Service code 27 · EIN 11-3658445 | Advisory (Plan) | $505,733 |
Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 | Investment Management | $300,415 |
BOSTON PARTNERS7 years Service code 51 · EIN 20-1169070 | Investment Mgmt Fees | $265,649 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 46-1184506 | Investment Management | $212,295 |
ARIEL INVESTMENTS, LLC10+ years Filed as: ARIEL INVESTMENTS Service code 28 · EIN 02-0712418 | Investment Management | $158,606 |
Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 23-2693133 201 KING OF PRUSSIA RD., STE 620 · RADNOR, PA 19087 | Investment Management | $152,317 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $150,068 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $146,299 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 | Bank Trustee | $105,117 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.32% | 10.50%-1.2pp | 9.65%-0.3pp | 9.22%+0.1pp |
| Employer contribution / active EE | $13,464 | $14,720-8.5% | $26,259-48.7% | $13,567-0.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |