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 9-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 |
|---|---|---|
CLEARSTEAD ADVISORS, LLC3 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $103,992 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $48,667 |
MONDRIAN INVESTMENT GROUP2 years Filed as: MONDRIAN GLOBAL ALL COUNTRIES WORLD Service code 28 1105 N MARKET ST · WILMINGTON, DE 19801 | Investment Management | $32,830 |
INVESTEC ASSET MANAGEMENT2 years Filed as: NINETY ONE GLOBAL SELECT LLC Service code 28 · EIN 81-0976908 | Investment Management | $17,733 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $17,000 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $16,488 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 · EIN 81-4098507 1800 AVENUE OF THE STARTS, 3RD FLOO · LOS ANGELES, CA 90067 | Investment Management | $14,459 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $11,297 |
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.
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -9.70% | -3.51%-6.2pp | -5.16%-4.5pp | -5.25%-4.4pp |
| Employer contribution / active EE | $42,383 | $11,313+274.6% | $31,020+36.6% | $15,166+179.5% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |