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 |
|---|---|---|
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Securities Custodian | $320,380 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $258,456 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $193,329 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $149,207 |
ASB CAPITAL MANAGEMENT7+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $97,201 |
Filed as: PRUDENTIAL FINANCIAL Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $75,365 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $70,248 |
PACIFIC INCOME ADVISORS7+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $69,332 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $61,560 |
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERIC · NEW YORK, NY 10105 | Investment Management | $57,184 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,848 | $76,774-35.1% | $112,228-55.6% | $77,904-36.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -10.21% | -10.25%0pp | 27.45%-37.7pp | 12.21%-22.4pp |
| Employer contribution / active EE | $10,005 | $3,977+151.6% | $3,635+175.3% | $2,848+251.3% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $167 | $239-30.0% | $6,410-97.4% | $133+26.1% |