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 SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $307,598 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Securities Custodian | $300,714 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $187,821 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $149,556 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $95,216 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $86,023 |
PACIFIC INCOME ADVISORS6+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $82,485 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $75,097 |
AMERICAN REALTY ADVISORS3 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERIC · NEW YORK, NY 10105 | Investment Management | $66,678 |
REYNOLDS CONSULTING SERVICES5 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $61,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,735 | $80,412-30.7% | $109,143-48.9% | $101,517-45.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 75.9%+24.1pp | 74.6%+25.4pp |
| Annual return | 14.35% | 16.17%-1.8pp | 25.75%-11.4pp | 21.00%-6.6pp |
| Employer contribution / active EE | $3,145 | $3,731-15.7% | $3,722-15.5% | $2,973+5.8% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,873-100.0% |
| Admin fee / account holder | $184 | $135+36.1% | $6,752-97.3% | $139+31.7% |