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 9-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 |
|---|---|---|
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $245,971 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $174,728 |
ARROWSTREET CAPITAL2+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 45-6500555 200 CLARENDON ST 60 · BOSTON, MA 02116 | Investment Management | $148,641 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $139,339 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $135,600 |
Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE 300 · MEMPHIS, TN 38119 | Investment Management | $89,270 |
RIDGEWORTH2+ years Filed as: SEIX ADVISORS Service code 28 · EIN 26-1483110 ONE MAYNARD DR, STE 3200 · PARK RIDGE, NJ 07656 | Investment Management | $85,872 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVELAND, OH 44114 | Investment Management | $80,020 |
ATLANTA CAPITAL MANAGEMENT2+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NW · ATLANTA, GA 30309 | Investment Management | $78,247 |
PACIFIC INCOME ADVISORS2+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $71,129 |
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 | $34,368 | $59,184-41.9% | $92,233-62.7% | $177,276-80.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 8.26% | 15.88%-7.6pp | 176.28%-168.0pp | 21.25%-13.0pp |
| Employer contribution / active EE | $2,885 | $2,985-3.3% | $3,679-21.6% | $2,479+16.4% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $170 | $98+72.9% | $5,194-96.7% | $154+10.4% |