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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN INVESTMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $632,841 |
WPAS, INC.3 years Service code 13 · EIN 91-1363171 | Contract Administrator | $272,435 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 · EIN 56-1557450 | Investment Management | $237,217 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $225,950 |
ACADIAN ASSET MANAGEMENT LLC5 years Service code 28 · EIN 04-2929221 | Investment Management | $223,759 |
THOMSON HORSTMANN & BRYANT10+ years Service code 28 · EIN 13-3163794 | Investment Management | $149,938 |
BHA CONSULTING10+ years Filed as: BHA CONSULTING LLC Service code 16 · EIN 26-1384808 | Consulting | $137,408 |
INVESCO7 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $106,940 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 | Securities Custodian | $61,369 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | 8.42% | 9.24%-0.8pp | 9.65%-1.2pp | 10.71%-2.3pp |
| Employer contribution / active EE | $21,035 | $14,215+48.0% | $26,259-19.9% | $14,986+40.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |