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 |
|---|---|---|
NATIONAL ELECTRICAL BENEFIT FUND11+ years Service code 13 · EIN 53-0181657 | Contract Administrator | $6,646,186 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 28 · EIN 41-1460668 | Investment Management | $3,925,306 |
AMERICAN REALTY ADVISORS11+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $2,128,729 |
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $2,105,952 |
PIMCO FUNDS11+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO LL Service code 28 · EIN 33-0629048 | Investment Management | $1,763,066 |
NEWTOWER TRUST COMPANY4 years Service code 28 · EIN 30-0872552 | Investment Management | $1,582,335 |
BLACKROCK1 year Filed as: BLACKROCK FINANCIAL MGT Service code 28 · EIN 13-3806691 | Investment Management | $1,564,572 |
ULLICO11+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $1,382,800 |
LORD ABBETT11+ years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $1,346,285 |
NATIONAL REAL ESTATE ADVISORS, LLC11+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $1,176,287 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,539 | $142,480-25.9% | $105,223+0.3% | $142,480-25.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 75.0%+25.0pp | 76.2%+23.8pp |
| Annual return | 10.83% | 16.32%-5.5pp | 180.65%-169.8pp | 16.32%-5.5pp |
| Employer contribution / active EE | $13,948 | $3,867+260.7% | $3,689+278.2% | $3,867+260.7% |
| Participant deferral / active EE | $0 | $6,807-100.0% | $5,072-100.0% | $6,807-100.0% |
| Admin fee / account holder | $154 | $307-49.9% | $8,859-98.3% | $307-49.9% |