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 |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Securities Custodian | $317,269 |
LOOMIS SAYLES7 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $305,608 |
Service code 28 · EIN 75-2403190 2200 ROSS AVE 3100 · DALLAS, TX 75201 | Investment Management | $204,930 |
Service code 14 · EIN 62-1116095 2001 CALDWELL DRIVE · GOODLETTSVILLE, TN 37072 | Plan Administrator | $147,600 |
ASB CAPITAL MANAGEMENT8+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $82,079 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $78,441 |
PACIFIC INCOME ADVISORS8+ years Service code 28 · EIN 95-4067974 1299 OCEAN AVE, 2ND FL · SANTA MONICA, CA 90401 | Investment Management | $75,664 |
Filed as: PRUDENTIAL FINANCIAL Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $68,827 |
REYNOLDS CONSULTING SERVICES7 years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $62,330 |
AMERICAN REALTY ADVISORS5 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERIC · NEW YORK, NY 10105 | Investment Management | $56,285 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,796 | $88,480-35.8% | $96,683-41.3% | $80,160-29.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 14.72% | 22.53%-7.8pp | 35.69%-21.0pp | 40.38%-25.7pp |
| Employer contribution / active EE | $10,355 | $4,176+148.0% | $3,737+177.1% | $2,978+247.8% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $176 | $212-16.9% | $6,730-97.4% | $145+21.4% |