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 |
|---|---|---|
WILEN MANAGEMENT CO., INC.1+ years Filed as: WILEN MANAGEMENT COMPANY, INC. Service code 28 · EIN 52-1452436 | Investment Management | $33,993 |
MAJORITY ASSET MANAGEMENT, INC.1+ years Service code 28 · EIN 52-1799724 | Investment Management | $24,803 |
BOLTON PARTNERS, INC.1+ years Service code 11 · EIN 52-1231144 | Actuarial | $18,970 |
ASSOCIATED ADMINISTRATORS, LLC1+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $18,191 |
ABATO, RUBENSTEIN & ABATO1+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.C. Service code 29 · EIN 52-0904713 | Legal | $11,923 |
WEYRICH, CRONIN & SORRA, LLC1+ years Filed as: WEYRICH, CRONIN & SORRA, CHARTERED Service code 10 · EIN 52-1162023 | Accounting | $8,373 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -4.47% | -0.83%-3.6pp | -0.81%-3.7pp | -7.14%+2.7pp |
| Employer contribution / active EE | $5,084 | $16,035-68.3% | $38,425-86.8% | $14,613-65.2% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |