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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $1,392,112 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 | Investment Management | $190,934 |
Filed as: CONSTITUTION CAPITAL PARTNERS LLC Service code 28 · EIN 82-0831325 | Investment Management | $187,321 |
ATLANTA CAPITAL MANAGEMENT10+ years Service code 28 · EIN 26-3757865 | Investment Management | $180,907 |
Service code 14 · EIN 65-0498809 | Plan Administrator | $162,000 |
ARES MANAGEMENT LLC3 years Service code 28 · EIN 01-0605583 | Investment Management | $143,182 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $126,298 |
FIERA CAPITAL8 years Service code 28 · EIN 13-2726734 | Investment Management | $118,829 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-0169148 | Investment Management | $102,774 |
RIDGEWORTH7 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 | Investment Management | $95,564 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.01% | 10.33%+0.7pp | 8.09%+2.9pp | 9.30%+1.7pp |
| Employer contribution / active EE | $6,726 | $14,972-55.1% | $28,732-76.6% | $12,557-46.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |