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 SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $221,575 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Securities Custodian | $216,361 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $116,620 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $109,585 |
PACIFIC INCOME ADVISORS5+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $84,390 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $52,091 |
Filed as: PRUDENTIAL FINANCIAL Service code 28 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Investment Management | $49,164 |
REYNOLDS CONSULTING SERVICES4 years Service code 27 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $46,170 |
ATLANTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 58-2236910 1075 PEACHTREE ST NW · ATLANTA, GA 30309 | Investment Management | $45,867 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $39,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,397 | $73,497-30.1% | $101,248-49.2% | $93,223-44.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 75.8%+24.2pp | 74.9%+25.1pp |
| Annual return | 26.46% | 11.66%+14.8pp | 46.47%-20.0pp | 19.29%+7.2pp |
| Employer contribution / active EE | $2,481 | $3,600-31.1% | $3,660-32.2% | $2,680-7.4% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $137 | $121+13.4% | $5,945-97.7% | $79+73.3% |