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.5+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $133,994 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $91,950 |
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $71,183 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $67,271 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,800 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $32,975 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $30,484 |
WEDGE CAPITAL MANAGEMENT5+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $29,193 |
BOSTON PARTNERS4 years Filed as: THE BOSTON COMPANY ASSMT MGMT Service code 51 · EIN 04-3404987 | Investment Mgmt Fees | $26,421 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $9,800 |
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 | $20,052 | $66,051-69.6% | $92,893-78.4% | $77,787-74.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 13.14% | 20.69%-7.6pp | 109.41%-96.3pp | 32.57%-19.4pp |
| Employer contribution / active EE | $1,096 | $3,426-68.0% | $3,653-70.0% | $2,504-56.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $151 | $148+1.9% | $5,794-97.4% | $100+50.5% |