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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 20-8764829 | Securities Custodian | $356,243 |
BENESYS, INC.5 years Filed as: BENESYS INC Service code 13 · EIN 38-6058023 | Contract Administrator | $251,073 |
BARON CAPITAL MANAGEMENT3 years Filed as: BARON CAPTIAL MANAGEMENT Service code 28 · EIN 13-3246409 | Investment Management | $205,230 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENT Service code 28 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $171,576 |
HGK TRINITY1 year Service code 28 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $164,712 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 28 281 BROOKS STREET · LAGUNA, CA 92651 | Investment Management | $141,155 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPTIAL MANAGEMENT Service code 28 · EIN 56-1557450 | Investment Management | $83,808 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE Service code 28 205 PENNSYLVANIA AVE · WASHINGTON, DC 20003 | Investment Management | $82,502 |
BAHL & GAYNOR5 years Service code 28 · EIN 31-1297139 | Investment Management | $66,095 |
COMERICA BANK10+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $65,222 |
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 | 7.23% | 10.50%-3.3pp | 9.65%-2.4pp | 9.22%-2.0pp |
| Employer contribution / active EE | $16,494 | $14,720+12.1% | $26,259-37.2% | $13,567+21.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |