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: WELFARE & PENSION ADMINISTRATION Service code 10 · EIN 91-1363171 | Accounting | $1,211,632 |
MEKETA INVESTMENT GROUP10+ years Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $534,648 |
Filed as: SIERRA INVESTMETN PARTNERS, INC. Service code 28 · EIN 90-6149946 | Investment Management | $442,900 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $317,080 |
EAGLE CAPITAL MANAGEMENT, LLC10+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 38-1971448 | Investment Management | $302,518 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASST MANAGEMENT Service code 28 · EIN 05-0530199 | Investment Management | $289,673 |
WILLIAM BLAIR10+ years Service code 28 · EIN 27-6331814 | Investment Management | $241,367 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 1735 MARKET STREET, 32FLR · PHILADELPHIA, PA 19112 | Investment Management | $177,332 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $175,438 |
MICHIGAN LABORERS FBF JDC10+ years Service code 10 · EIN 34-2013845 | Accounting | $165,330 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.09% | 9.57%-2.5pp | 9.65%-2.6pp | 9.57%-2.5pp |
| Employer contribution / active EE | $6,557 | $8,891-26.2% | $26,259-75.0% | $8,891-26.2% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |