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 |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE LARGE VALUE Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $100,626 |
GOODWIN CAPITAL ADVISORS1+ years Service code 28 · EIN 13-5155720 | Investment Management | $93,926 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $78,696 |
CBRE1+ years Service code 28 400 S HOPE STREET · LOS ANGELES, CA 90071 | Investment Management | $64,629 |
INVESCO1+ years Filed as: INVESCO AIM Service code 28 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Investment Management | $58,603 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $54,028 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1482034 | Investment Management | $45,530 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $30,950 |
Filed as: KIDDER-LANE ACTUARIAL SERVICES LLC Service code 11 · EIN 45-4124285 | Actuarial | $25,581 |
UTZ AND LATTAN1+ years Service code 29 7285 WEST 132ND ST · OVERLAND PARK, KS 66213 | Legal | $22,687 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.75% | 5.13%-5.9pp | 4.74%-5.5pp | 7.18%-7.9pp |
| Employer contribution / active EE | $11,433 | $14,689-22.2% | $36,089-68.3% | $13,095-12.7% |
| Participant deferral / active EE | $1,223 | $59+1956.8% | $59+1985.7% | $385+217.9% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |