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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.4+ years Service code 28 · EIN 39-1346018 | Investment Management | $97,154 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $91,371 |
SEGALL BRYANT & HAMILL4+ years Service code 28 · EIN 41-1788385 | Investment Management | $79,626 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $75,229 |
Service code 13 · EIN 41-0956552 | Contract Administrator | $74,000 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $60,230 |
FARR MILLER & WASHINGTON4+ years Service code 28 · EIN 52-1979573 | Investment Management | $59,294 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $55,016 |
DEARBORN PARTNERS4+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $52,539 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $51,505 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,186 | $95,776-31.9% | $162,163-59.8% | $77,787-16.2% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 4.08% | 37.03%-32.9pp | 115.59%-111.5pp | 32.57%-28.5pp |
| Employer contribution / active EE | $2,928 | $3,874-24.4% | $5,614-47.8% | $2,504+16.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $272 | $88+210.1% | $10,843-97.5% | $100+171.8% |