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 |
|---|---|---|
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTSCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $139,946 |
Filed as: ENTRUST CAPITAL DIVERSIFIED FUND Service code 28 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $112,633 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEWTOWER TRUST Service code 28 · EIN 52-6218800 | Investment Management | $107,020 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $80,794 |
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 28 · EIN 52-6218800 | Investment Management | $70,407 |
AMALGAMATED BANK3+ years Service code 28 · EIN 13-4920330 | Investment Management | $47,919 |
PENN CAPITAL MANAGEMENT2 years Filed as: PENN CORE Service code 28 3 CRESENT DRIVE · PHILADELPHIA, PA 19112 | Investment Management | $41,894 |
Service code 29 · EIN 58-0543673 | Legal | $34,987 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $34,244 |
WEDGE CAPITAL MANAGEMENT2 years Service code 28 301 S COLLEGE STREET #3800 · CHARLOTTE, NC 28202 | Investment Management | $6,103 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 8.72% | -1.12%+9.8pp | -2.18%+10.9pp | 0.19%+8.5pp |
| Employer contribution / active EE | $4,974 | $12,052-58.7% | $38,751-87.2% | $13,763-63.9% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |