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 MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $1,030,059 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $677,048 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $536,915 |
ROBECO INVESTMENT MANAGEMENT4+ years Filed as: ROBECO WEISS PECK & GREER Service code 28 · EIN 98-0202744 | Investment Management | $529,948 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 22-2540245 | Investment Management | $529,066 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $409,900 |
BAIRD FUNDS4+ years Filed as: ROBERT W BAIRD & CO. Service code 28 · EIN 39-6037917 | Investment Management | $301,796 |
DOVER IX ASSOCIATES L.P.1 year Service code 28 · EIN 98-1251694 | Investment Management | $281,598 |
CONTRARIAN3 years Service code 28 · EIN 47-3026446 | Investment Management | $270,000 |
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $255,373 |
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.
Annual investment return 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 | $0 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -9.61% | 73.13%-82.7pp | -752.26%+742.7pp | 73.13%-82.7pp |
| Employer contribution / active EE | $12,904 | $8,421+53.2% | $31,802-59.4% | $8,421+53.2% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |