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 |
|---|---|---|
Filed as: PRUDENTIAL REAL ESTATE INVESTORS Service code 28 7 GIRALDA FARMS, 3RD FLOOR · MADISON, NJ 07940 | Investment Management | $149,475 |
EARNEST PARTNERS, LLC8+ years Service code 28 · EIN 58-2386669 | Investment Management | $137,016 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $119,339 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $109,496 |
Service code 28 · EIN 84-3937993 | Investment Management | $104,085 |
Service code 28 · EIN 91-1042342 | Investment Management | $99,585 |
PLANTE & MORAN, PLLC8+ years Service code 10 · EIN 38-1357951 | Accounting | $98,190 |
Filed as: NOVARA TESIJA CATENACCI MCDONALD Service code 29 · EIN 38-3763096 | Legal | $77,738 |
Filed as: SOLXSYS Service code 14 · EIN 83-2454243 | Plan Administrator | $76,286 |
PERMIRA ADVISORS LLP4 years Service code 28 | Investment Management | $73,141 |
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 | $11,734 | $74,831-84.3% | $96,683-87.9% | $103,482-88.7% |
| Participation rate | 100.0% | 83.1%+16.9pp | 74.3%+25.7pp | 73.3%+26.7pp |
| Annual return | 0.08% | 16.15%-16.1pp | 35.69%-35.6pp | 33.11%-33.0pp |
| Employer contribution / active EE | $1,741 | $3,888-55.2% | $3,737-53.4% | $3,208-45.7% |
| Participant deferral / active EE | $0 | $3,896-100.0% | $4,878-100.0% | $5,207-100.0% |
| Admin fee / account holder | $90 | $130-30.9% | $6,730-98.7% | $114-21.2% |