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 |
|---|---|---|
ALIGHT SOLUTIONS LLC5 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,813 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $8,672 |
VULCAN VALUE PARTNERS5 years Filed as: VULCAN VALUE PARTNERS, LLC Service code 28 · EIN 39-2051712 | Investment Management | $7,475 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Investm... | $2,559 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $2,255 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $1,978 |
TS&W INTERNATIONAL4 years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $1,896 |
WILLIAM BLAIR4 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,663 |
BOSTON PARTNERS5 years Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $1,186 |
Filed as: PRINCIPAL SMALL CAP SELECT Service code 28 801 GRAND AVENUE · DES MOINES, IA 50309 | Investment Management | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,961 | $121,341+12.0% | $189,513-28.3% | $79,386+71.3% |
| Participation rate | 81.9% | 86.1%-4.2pp | 87.8%-5.9pp | 70.7%+11.2pp |
| Annual return | 13.89% | 21.08%-7.2pp | 555.15%-541.3pp | 116.85%-103.0pp |
| Employer contribution / active EE | $5,876 | $3,915+50.1% | $6,162-4.6% | $2,427+142.1% |
| Participant deferral / active EE | $7,030 | $6,395+9.9% | $8,221-14.5% | $4,046+73.8% |
| Admin fee / account holder | $125 | $651-80.8% | $12,045-99.0% | $626-80.0% |