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 MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-0185492 | Investment Management | $1,099,043 |
CONTRARIAN1 year Service code 28 · EIN 06-1423005 | Investment Management | $869,141 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $539,414 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $531,628 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $457,047 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $434,391 |
GOLDMAN SACHS1 year Filed as: WESTPORT Service code 28 · EIN 20-3834766 | Investment Management | $377,143 |
DEPRINCE, RACE & ZOLLO2+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $369,225 |
BAIRD FUNDS2+ years Filed as: ROBERT W BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $309,325 |
BMO HARRIS BANK NA2+ years Filed as: BMO HARRIS BANK, N.A Service code 19 · EIN 36-2085229 | Securities Custodian | $298,757 |
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.
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 | $57,821-100.0% | $209,859-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 42.7%-42.7pp | 5.5%-5.5pp |
| Annual return | 7.70% | 5.86%+1.8pp | 4.16%+3.5pp | 5.86%+1.8pp |
| Employer contribution / active EE | $11,697 | $10,137+15.4% | $29,966-61.0% | $10,137+15.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $145-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $13,952-100.0% | $387-100.0% |