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 |
|---|---|---|
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES AND COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $665,527 |
WPAS, INC.2 years Service code 13 · EIN 91-1363171 | Contract Administrator | $627,037 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $617,638 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $533,138 |
NATIONAL INVESTMENT SERVICES9 years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $532,316 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 51 · EIN 30-0872552 | Investment Mgmt Fees | $373,756 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 51 · EIN 52-2037618 | Investment Mgmt Fees | $311,412 |
SHENKMAN CAPITAL MANAGEMENT9 years Service code 51 151 WEST 42ND STREET, 29TH FLOOR · NEW YORK, NY 10036 | Investment Mgmt Fees | $309,583 |
Service code 28 · EIN 86-1529826 | Investment Management | $277,092 |
NB ALTERNATIVES ADVISERS LLC10+ years Filed as: NB ALTERNATIVES ADVISORS LLC Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $253,419 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.13% | 9.57%+0.6pp | 9.65%+0.5pp | 9.57%+0.6pp |
| Employer contribution / active EE | $11,655 | $9,429+23.6% | $26,259-55.6% | $9,429+23.6% |
| Participant deferral / active EE | $0 | $408-100.0% | $145-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |