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 6-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 28 · EIN 36-7045783 | Investment Management | $28,726 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 | Investment Management | $23,841 |
HARRIS1+ years Filed as: HARRIS ASSOCIATES, LP Service code 28 2 NORTH LASALLE STREET, SUITE 500 · CHICAGO, IL 60602 | Investment Management | $22,222 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $11,186 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM & CO. Service code 28 · EIN 74-1312679 | Investment Management | $9,998 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $7,766 |
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.91% | -0.74%-1.2pp | -1.08%-0.8pp | -0.60%-1.3pp |
| Employer contribution / active EE | $3,871 | $12,555-69.2% | $35,779-89.2% | $12,272-68.5% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |