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 |
|---|---|---|
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN ADVISORY LLC Service code 27 · EIN 26-4560299 901 SOUTH BOND STREET, STE 400 · BALTIMORE, MD 21231 | Advisory (Plan) | $192,713 |
WEDGE CAPITAL MANAGEMENT6+ years Service code 28 · EIN 56-1557450 2920 ONE FIRST UNION CENTER · CHARLOTTE, NC 28202 | Investment Management | $104,552 |
Filed as: ABS ALLEGIANCE REAL ESTATE Service code 28 · EIN 52-6257033 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $81,830 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-1645832 7402 HODGSON MEMORIAL DRIVE, STE 10 · SAVANNAH, GA 31406 | Advisory (Plan) | $72,676 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH-AMERICAN SOLUTIONS Service code 13 · EIN 59-1590516 1200 THREE GATEWAY CENTER · PITTSBURGH, PA 15222 | Contract Administrator | $68,834 |
POST ADVISORY GROUP6+ years Service code 28 · EIN 95-4818300 11755 WILSHIRE BOULEVARD STE 1400 · LOS ANGELES, CA 90025 | Investment Management | $68,831 |
BHA CONSULTING6+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY STE 130 · SUWANEE, GA 30024 | Actuarial | $65,166 |
US BANK6+ years Service code 19 · EIN 31-0841368 225 WATER STREET · JACKSONVILLE, FL 32202 | Securities Custodian | $57,717 |
SEGALL BRYANT & HAMILL6+ years Filed as: SEGALL, BRYANT HAMILL Service code 28 · EIN 04-1788385 10 SOUTH WACKER DRIVE STE 3500 · CHICAGO, IL 60606 | Investment Management | $44,524 |
ROTHSCHILD ASSET MANAGEMENT6+ years Service code 28 · EIN 13-2544634 1251 AVENUE OF THE AMERICAS 44TH FL · NEW YORK, NY 10020 | Investment Management | $34,841 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | 10.85% | 9.48%+1.4pp | 9.52%+1.3pp | 12.86%-2.0pp |
| Employer contribution / active EE | $9,860 | $12,808-23.0% | $41,951-76.5% | $13,687-28.0% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |