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 |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $982,622 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $568,269 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $524,963 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $464,590 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $450,165 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $386,110 |
BAIRD FUNDS1+ years Filed as: ROBERT W BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $289,949 |
BMO HARRIS BANK NA1+ years Filed as: BMO HARRIS BANK, N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $264,079 |
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $256,911 |
MONDRIAN INVESTMENT GROUP1+ years Service code 28 · EIN 56-2475915 | Investment Management | $201,829 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $115,244-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -0.78% | 3.11%-3.9pp | -1.61%+0.8pp | 3.11%-3.9pp |
| Employer contribution / active EE | $10,677 | $9,361+14.1% | $30,840-65.4% | $9,361+14.1% |
| Participant deferral / active EE | $0 | $375-100.0% | $41-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | - |