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.8+ years Service code 28 · EIN 39-1346018 | Investment Management | $146,199 |
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $93,527 |
DEPRINCE, RACE & ZOLLO3 years Filed as: DEPRINCE RACE & ZOLLO Service code 28 · EIN 59-3299598 | Investment Management | $90,841 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $80,591 |
SEGALL BRYANT & HAMILL8+ years Service code 28 · EIN 41-1788385 | Investment Management | $77,201 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $68,192 |
HIGHTOWER ADVISORS LLC2 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $66,533 |
DEARBORN PARTNERS8+ years Filed as: DEARBORN PARTNERS LLC Service code 28 · EIN 36-4145621 | Investment Management | $60,359 |
Filed as: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $54,549 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $48,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $112,686-100.0% | $169,993-100.0% | $80,160-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 87.0%-87.0pp | 72.9%-72.9pp |
| Annual return | 5.34% | 67.04%-61.7pp | 53.37%-48.0pp | 40.38%-35.0pp |
| Employer contribution / active EE | $4,181 | $4,481-6.7% | $6,785-38.4% | $2,978+40.4% |
| Participant deferral / active EE | $0 | $7,876-100.0% | $10,408-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |