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 |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 642 NEWTOWN YARDLEY RD #205 · NEWTOWN, PA 18940 | Investment Management | $138,341 |
ROTHSCHILD ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2544634 | Investment Management | $127,147 |
MEPT1 year Service code 28 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $117,886 |
PENN CAPITAL MANAGEMENT4 years Filed as: PENN CORE Service code 28 3 CRESENT DRIVE · STAMFORD, CT 06901 | Investment Management | $61,799 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $59,613 |
LAPADULA CARLSON & CO4 years Filed as: LAPADULA CARLSON & CO. Service code 13 · EIN 65-0292391 | Contract Administrator | $49,128 |
ARNALL GOLDEN GREGORY LLP3 years Service code 29 · EIN 58-0543673 | Legal | $37,159 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $33,018 |
Filed as: ENTRUST Service code 28 555 12TH ST STE 900 · OAKLAND, CA 94607 | Investment Management | $12,721 |
Filed as: HARDMAN JOHNSTON Service code 28 300 ATLANTIC ST · STAMFORD, CT 06901 | Investment Management | $12,533 |
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 4.55% | 9.58%-5.0pp | 9.52%-5.0pp | 11.45%-6.9pp |
| Employer contribution / active EE | $4,523 | $21,155-78.6% | $41,951-89.2% | $17,219-73.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |