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.10+ years Service code 13 · EIN 52-1055523 | Contract Administrator | $136,090 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $111,747 |
Filed as: INTERCONTINENTAL RE CORPORATION Service code 51 · EIN 11-3786306 | Investment Mgmt Fees | $60,200 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $50,000 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 51 · EIN 41-1460668 | Investment Mgmt Fees | $43,304 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $40,473 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $32,227 |
ASB CAPITAL MANAGEMENT10+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $31,826 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 51 · EIN 23-2891243 | Investment Mgmt Fees | $31,134 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $15,278 |
Annual investment return 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 | $23,804 | $241,101-90.1% | $103,333-77.0% | $199,593-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 6.55% | 17.80%-11.3pp | 24.88%-18.3pp | 34.25%-27.7pp |
| Employer contribution / active EE | $1,218 | $4,244-71.3% | $3,868-68.5% | $3,034-59.8% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $175 | $288-39.1% | $8,355-97.9% | $269-34.9% |