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, LLC4 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $96,574 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $43,167 |
MONDRIAN INVESTMENT GROUP3 years Filed as: MONDRIAN GLOBAL ALL COUNTRIES WORLD Service code 28 1105 N MARKET ST · WILMINGTON, DE 19801 | Investment Management | $31,212 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MGMT Service code 28 · EIN 80-0618452 | Investment Management | $30,318 |
INVESTEC ASSET MANAGEMENT3 years Filed as: NINETY ONE GLOBAL SELECT LLC Service code 28 · EIN 81-0976908 | Investment Management | $19,700 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $17,850 |
RIDGEWORTH4 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 | $9,362 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $9,163 |
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 7.65% | 8.82%-1.2pp | 7.70%0pp | 9.89%-2.2pp |
| Employer contribution / active EE | $38,828 | $12,837+202.5% | $28,478+36.3% | $14,313+171.3% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |