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 MANAGEMENT3 years Filed as: ROTSCHILD ASSET MANAGEMENT Service code 28 · EIN 13-2544634 | Investment Management | $159,920 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 | Investment Management | $114,150 |
Service code 28 · EIN 52-6218800 | Investment Management | $91,167 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $74,508 |
AMALGAMATED BANK4+ years Service code 28 · EIN 13-4920330 | Investment Management | $58,674 |
PENN CAPITAL MANAGEMENT3 years Filed as: PENN CORE Service code 28 3 CRESENT DRIVE · PHILADELPHIA, PA 19112 | Investment Management | $55,673 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $46,438 |
ARNALL GOLDEN GREGORY LLP2 years Service code 29 · EIN 58-0543673 | Legal | $44,431 |
Filed as: ENTRUST CAPITAL DIVERISIFIED FUND Service code 28 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $32,294 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 301 S COLLEGE STREET #3800 · CHARLOTTE, NC 28202 | Investment Management | $6,542 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 0.79% | 33.70%-32.9pp | 14.64%-13.9pp | 53.27%-52.5pp |
| Employer contribution / active EE | $4,112 | $14,473-71.6% | $41,831-90.2% | $14,774-72.2% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |