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 |
|---|---|---|
EARNEST PARTNERS, LLC7+ years Service code 28 · EIN 58-2386669 | Investment Management | $149,514 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $145,258 |
Filed as: WACAP - O REAL ESTATE OPP FUND VIII Service code 28 · EIN 87-2580443 | Investment Management | $140,788 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $133,454 |
Service code 28 · EIN 84-3937993 | Investment Management | $130,015 |
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $126,092 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP Service code 28 11100 SANTA MONICAL BOULEVARD · LOS ANGELES, CA 99025 | Investment Management | $106,995 |
PERMIRA ADVISORS LLP3 years Service code 28 | Investment Management | $98,673 |
THE BANK OF NEW YORK MELLON2 years Filed as: ALCENTRA EUROPEAN CREDIT OPP FD Service code 28 · EIN 98-1453417 | Investment Management | $93,241 |
Filed as: AXIOM INVESTORS, LLC Service code 28 33 BENEDICT PLACE · GREENWICH, CT 06830 | Investment Management | $83,188 |
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 | $12,131 | $70,048-82.7% | $112,228-89.2% | $78,044-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 75.1%+24.9pp | 74.4%+25.6pp |
| Annual return | -3.99% | -10.85%+6.9pp | 27.45%-31.4pp | 10.87%-14.9pp |
| Employer contribution / active EE | $1,701 | $4,000-57.5% | $3,635-53.2% | $3,125-45.5% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $4,728-100.0% | $5,084-100.0% |
| Admin fee / account holder | $108 | $127-14.8% | $6,410-98.3% | $79+37.0% |