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 |
|---|---|---|
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $631,027 |
CAUSEWAY CAPITAL MANAGEMENT LLC2+ years Filed as: CAUSEWAY CAPITAL MGMT LLC Service code 28 · EIN 95-4861680 | Investment Management | $605,614 |
KILTEARN PARTNERS LLP2+ years Filed as: KILTEARN PARTNERS, INC. Service code 28 651 HOLIDAY DRIVE · PITTSBURGH, PA 15220 | Investment Management | $332,425 |
SLOCUM & ASSOCIATES2+ years Service code 26 43 MAIN STREET SOUTHEAST · MINNEAPOLIS, MN 55414 | Advisory (Participants) | $311,959 |
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $288,311 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $86,172 |
MERCER2+ years Filed as: PAVILION ADVISORY GROUP Service code 28 · EIN 04-3831795 | Investment Management | $72,504 |
MARSHALL WACE1 year Filed as: MARSHALL WACE LLP Service code 28 · EIN 98-0430284 | Investment Management | $65,873 |
WELLS FARGO BANK, N.A.2+ years Service code 24 · EIN 41-6257133 | Discretionary Trustee | $57,005 |
Service code 28 · EIN 20-0292745 | Investment Management | $34,177 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 7.84% | 5.72%+2.1pp | 5.00%+2.8pp | 10.64%-2.8pp |
| Employer contribution / active EE | $6,238 | $7,055-11.6% | $35,918-82.6% | $11,561-46.0% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |