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 |
|---|---|---|
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $226,675 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $158,777 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $139,100 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Investment Management | $125,777 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $105,856 |
PACIFIC INCOME ADVISORS4+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $78,618 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $57,000 |
ATLANTA CAPITAL MANAGEMENT4+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NW · ATLANTA, GA 30309 | Investment Management | $53,702 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $49,846 |
INVESCO2 years Service code 28 · EIN 98-0557567 1555 PEACHTREE ST NE 1800 · ATLANTA, GA 30309 | Investment Management | $40,262 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,960 | $78,226-48.9% | $92,893-57.0% | $82,204-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 5.86% | 19.33%-13.5pp | 109.41%-103.6pp | 26.31%-20.4pp |
| Employer contribution / active EE | $3,289 | $3,911-15.9% | $3,653-10.0% | $2,707+21.5% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $134 | $119+12.2% | $5,794-97.7% | $76+76.8% |