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 |
|---|---|---|
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL GROUP Service code 28 11100 SANTA MONICAL BOULEVARD · LOS ANGELES, CA 99025 | Investment Management | $181,118 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $175,146 |
EARNEST PARTNERS, LLC9+ years Service code 28 · EIN 58-2386669 | Investment Management | $159,504 |
PERMIRA ADVISORS LLP5 years Service code 28 | Investment Management | $127,361 |
LINDSELL TRAIN LIMITED1 year Service code 28 · EIN 98-1104976 | Investment Management | $123,165 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 33-1498605 | Accounting | $119,850 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $109,721 |
Service code 28 · EIN 84-3937993 | Investment Management | $92,243 |
THE LONDON COMPANY5 years Filed as: THE LONDON COMPANY OF VIRGINIA, LLC Service code 28 · EIN 90-0824693 | Investment Management | $90,623 |
Service code 14 · EIN 83-2454243 | Plan Administrator | $65,272 |
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 | $12,178 | $86,936-86.0% | $103,333-88.2% | $99,062-87.7% |
| Participation rate | 99.3% | 81.7%+17.6pp | 74.5%+24.8pp | 71.6%+27.7pp |
| Annual return | 6.78% | 14.99%-8.2pp | 24.88%-18.1pp | 17.66%-10.9pp |
| Employer contribution / active EE | $1,837 | $3,925-53.2% | $3,868-52.5% | $3,262-43.7% |
| Participant deferral / active EE | $0 | $3,825-100.0% | $5,057-100.0% | $5,331-100.0% |
| Admin fee / account holder | $95 | $140-32.2% | $8,355-98.9% | $109-12.7% |