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 |
|---|---|---|
DECISION SCIENCE, INC.4+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $128,826 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $98,320 |
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $82,552 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $56,012 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,000 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $28,625 |
GORDON FEINBLATT LLC3 years Service code 29 · EIN 52-0627715 | Legal | $28,320 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $27,218 |
BOSTON PARTNERS3 years Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $18,695 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $9,375 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,834 | $60,396-70.5% | $83,848-78.7% | $75,289-76.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -1.83% | 3.84%-5.7pp | 850.88%-852.7pp | -0.04%-1.8pp |
| Employer contribution / active EE | $1,067 | $3,343-68.1% | $3,631-70.6% | $2,405-55.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $145 | $141+2.4% | $5,478-97.4% | $102+41.3% |