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 MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $228,303 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $201,182 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $156,092 |
Service code 28 · EIN 34-1922005 1801 EAST 9TH ST STE 1400 · CLEVELAND, OH 44114 | Investment Management | $155,318 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $138,534 |
ARROWSTREET CAPITAL3+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 45-6500555 200 CLARENDON ST 60 · BOSTON, MA 02116 | Investment Management | $132,576 |
INVESCO1 year Service code 28 · EIN 98-0557567 1555 PEACHTREE ST NE 1800 · ATLANTA, GA 30309 | Investment Management | $93,716 |
Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE 300 · MEMPHIS, TN 38119 | Investment Management | $83,828 |
RIDGEWORTH3+ years Filed as: SEIX ADVISORS Service code 28 · EIN 26-1483110 ONE MAYNARD DR, STE 3200 · PARK RIDGE, NJ 07656 | Investment Management | $79,552 |
PACIFIC INCOME ADVISORS3+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $65,574 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,900 | $57,255-33.8% | $83,848-54.8% | $68,904-45.0% |
| Participation rate | 100.0% | 86.2%+13.8pp | 76.1%+23.9pp | 74.1%+25.9pp |
| Annual return | 8.24% | -0.34%+8.6pp | 850.88%-842.6pp | 1.07%+7.2pp |
| Employer contribution / active EE | $3,089 | $3,341-7.5% | $3,631-14.9% | $2,540+21.6% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $189 | $103+82.3% | $5,478-96.6% | $71+164.4% |