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 9-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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $1,599,832 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $433,595 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2777220 | Investment Management | $409,935 |
DWS FUNDS2 years Filed as: RREEF AMERICA LLC Service code 28 · EIN 58-2364506 | Investment Management | $357,911 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $284,356 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT CORP. Service code 51 · EIN 36-3673844 | Investment Mgmt Fees | $239,920 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $158,889 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 270 PARK AVE. · NEW YORK, NY 10017 | Investment Management | $157,513 |
BOSTON TRUST WALDEN COMPANY3+ years Filed as: BOSTON TRUST & INVESTMENT MGMT CO. Service code 28 · EIN 04-2273811 | Investment Management | $155,388 |
Filed as: W. JORDAN Service code 30 · EIN 36-6492502 | Employee (plan) | $151,130 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 5.09% | 16.52%-11.4pp | 14.20%-9.1pp | 17.84%-12.7pp |
| Employer contribution / active EE | $24,779 | $13,798+79.6% | $27,968-11.4% | $14,688+68.7% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |