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 |
|---|---|---|
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N. LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONAL CORPORATIOIN Service code 13 · EIN 13-2600875 | Contract Administrator | $58,184 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1126909 | Investment Management | $43,195 |
GOLDMAN SACHS3+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 · EIN 83-0473650 | Investment Management | $42,681 |
NORTHPOINTE CAPITAL1 year Filed as: NORTHPONTE CAPITAL, LLC Service code 28 · EIN 23-3025935 | Investment Management | $31,975 |
COMERICA BANK3+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $24,458 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $24,200 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 30 ROCKERFELLER PLAZA · NEW YORK, NY 101126300 | Investment Management | $19,503 |
Service code 10 · EIN 38-2284921 | Accounting | $18,700 |
SACHS WALDMAN PROFESSIONAL CORP.3+ years Filed as: SACHS WALDMAN, PROFESSIONAL CORP. Service code 29 · EIN 38-1905521 | Legal | $17,082 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.32% | 11.78%+2.5pp | 8.32%+6.0pp | 23.90%-9.6pp |
| Employer contribution / active EE | $6,006 | $11,309-46.9% | $30,793-80.5% | $16,539-63.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |