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 |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE INFRA PARTNERS V FEEDER Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $446,335 |
PGIM INVESTMENTS1 year Filed as: PGIM Service code 28 655 BROAD STREET, 8TH FLOOR · NEWARK, NJ 07102 | Investment Management | $371,709 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $206,286 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $163,439 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $140,565 |
EARNEST PARTNERS, LLC10+ years Service code 28 · EIN 58-2386669 | Investment Management | $133,383 |
PERMIRA ADVISORS LLP6 years Service code 28 | Investment Management | $109,637 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NA Service code 28 · EIN 13-4064414 | Investment Management | $104,549 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $97,983 |
THE BANK OF NEW YORK MELLON5 years Filed as: ALCENTRA EUROPEAN CREDIT OPP FD Service code 28 · EIN 98-1453417 | Investment Management | $94,580 |
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 | $12,008 | $117,739-89.8% | $107,525-88.8% | $117,739-89.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 75.1%+24.9pp | 76.6%+23.4pp |
| Annual return | 5.01% | 17.29%-12.3pp | 181.32%-176.3pp | 17.29%-12.3pp |
| Employer contribution / active EE | $1,753 | $3,746-53.2% | $3,754-53.3% | $3,746-53.2% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $5,116-100.0% | $6,128-100.0% |
| Admin fee / account holder | $132 | $112+18.2% | $8,919-98.5% | $112+18.2% |