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.8+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $139,969 |
RBC GLOBAL ASSET MANAGEMENT8+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $73,180 |
LOOMIS SAYLES8+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $72,065 |
Filed as: INTERCONTINENTAL RE CORPORATION Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $60,796 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $47,500 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $47,312 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $45,219 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $33,248 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $29,115 |
NEWTON1 year Filed as: NEWTON ASSET MANAGEMENT Service code 51 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $12,611 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,444 | $76,774-74.7% | $112,228-82.7% | $77,904-75.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.91% | -10.25%+1.3pp | 27.45%-36.4pp | 12.21%-21.1pp |
| Employer contribution / active EE | $990 | $3,977-75.1% | $3,635-72.8% | $2,848-65.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $150 | $239-37.0% | $6,410-97.7% | $133+13.6% |