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 10-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 |
|---|---|---|
KEPOS ALPHA MASTER FUND LP3 years Service code 28 11 TIMES SQUARE 35TH FLOOR · NEW YORK, NY 10036 | Investment Management | $5,336,542 |
UFCW LOCAL 510+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1740 PHOENIX PARKWAY · COLLEGE PARK, GA 30349 | Contract Administrator | $4,707,163 |
Service code 28 · EIN 98-0465834 | Investment Management | $1,682,324 |
PATHWAY CAPITAL MANAGEMENT10+ years Filed as: PATHWAY CAPITAL MANAGEMENT, LP Service code 51 · EIN 95-4299348 | Investment Mgmt Fees | $1,280,336 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR & COMPANY Service code 28 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $1,220,220 |
ARTISAN PARTNERS3 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $1,072,307 |
Service code 28 · EIN 51-0368279 | Investment Management | $822,922 |
Service code 11 · EIN 26-1370698 | Actuarial | $779,004 |
Filed as: ISQ GLOBAL INFRASTRUCTURE FUND III Service code 51 · EIN 98-1043772 | Investment Mgmt Fees | $774,270 |
Service code 28 11111 SANTA MONICA BLVD 1250 · LOS ANGELES, CA 90025 | Investment Management | $682,397 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 9.08% | 8.85%+0.2pp | 148.32%-139.2pp | 8.85%+0.2pp |
| Employer contribution / active EE | $365 | $8,529-95.7% | $26,818-98.6% | $8,529-95.7% |
| Participant deferral / active EE | $0 | $399-100.0% | $63-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |