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 |
|---|---|---|
ARISTOTLE CAPITAL MANAGEMENT7 years Service code 19 · EIN 95-4833644 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Securities Custodian | $542,205 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 15 · EIN 13-2919773 101 W BIG BEAVER STE 1200 · TROY, MI 48084 | Recordkeeping | $442,530 |
BENESYS, INC.10+ years Service code 10 · EIN 38-2383171 700 TOWER DRIVE STE 300 · TROY, MI 48098 | Accounting | $380,359 |
BOYD WATTERSON ASSET MANAGEMENT10+ years Service code 28 · EIN 34-1922005 | Investment Management | $316,113 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY Service code 18 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment advisory (plan); Employee ... | $209,007 |
Filed as: NOVARA LAW GROUP PLLC Service code 29 · EIN 38-3763096 888 W BIG BEAVER RD 600 · TROY, MI 48084 | Legal | $175,246 |
CARPENTERS FRINGE BENEFIT FUNDS JDC10+ years Service code 49 · EIN 38-3345174 22260 HAGGERTY RD STE 350 · NORTHVILLE, MI 48167 | Other Services | $115,112 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART PARTNERS, INC. Service code 19 · EIN 39-1711628 11090 N WESTON DR · MEQUON, WI 53092 | Securities Custodian | $110,724 |
MADISON INVESTMENT ADVISORS4 years Service code 16 · EIN 54-2050385 550 SCIENCE DRIVE · MADISON, WI 53711 | Consulting | $106,095 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 27 · EIN 95-1411037 333 SOUTH HOPE ST STE 55 · LOS ANGELES, CA 90071 | Advisory (Plan) | $59,365 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,314 | $140,769-78.5% | $107,525-71.8% | $140,769-78.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 5.14% | 16.82%-11.7pp | 181.32%-176.2pp | 16.82%-11.7pp |
| Employer contribution / active EE | $2,216 | $3,906-43.3% | $3,754-41.0% | $3,906-43.3% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $155 | $229-32.4% | $8,919-98.3% | $229-32.4% |