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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $812,447 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 26 · EIN 04-2654524 | Advisory (Participants) | $630,985 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT LLC Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $453,060 |
LYRICAL ASSET MANAGEMENT4 years Filed as: LYRICAL ASSET MGMT Service code 51 · EIN 37-1572793 | Investment Mgmt Fees | $412,520 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $370,965 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $358,978 |
COLUMBUS CIRCLE INVESTORS5+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $312,100 |
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $81,518 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $38,416 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,340 | $82,204+196.0% | $105,387+130.9% | $82,204+196.0% |
| Participation rate | 96.7% | 73.4%+23.3pp | 82.6%+14.1pp | 73.4%+23.3pp |
| Annual return | 20.69% | 26.31%-5.6pp | 26.82%-6.1pp | 26.31%-5.6pp |
| Employer contribution / active EE | $3,746 | $2,707+38.4% | $4,213-11.1% | $2,707+38.4% |
| Participant deferral / active EE | $11,305 | $4,246+166.3% | $5,502+105.5% | $4,246+166.3% |
| Admin fee / account holder | $314 | $76+315.9% | $6,559-95.2% | $76+315.9% |