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 LLC6 years Service code 15 · EIN 82-1061233 | Recordkeeping | $11,676 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $7,832 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $2,316 |
Filed as: WCM INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 95-3046237 | Investment Management | $1,824 |
LAZARD ASSET MANAGEMENT6 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 26 30 ROCKFELLER PLAZA · NEW YORK, NY 10112 | Advisory (Participants) | $1,716 |
TS&W INTERNATIONAL5 years Filed as: TT INTERNATIONAL Service code 28 | Investment Management | $1,344 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $1,208 |
Filed as: PRINCIPAL SMALL CAP SELECT Service code 28 801 GRAND AVENUE · DES MOINES, IA 50309 | Investment Management | $1,139 |
BOSTON PARTNERS6 years Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $939 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,042 | $102,553+15.1% | $151,611-22.1% | $66,914+76.4% |
| Participation rate | 62.9% | 85.5%-22.6pp | 87.5%-24.6pp | 69.8%-6.9pp |
| Annual return | -15.18% | -10.82%-4.4pp | 3.33%-18.5pp | 1.58%-16.8pp |
| Employer contribution / active EE | $7,758 | $4,180+85.6% | $6,166+25.8% | $2,544+204.9% |
| Participant deferral / active EE | $9,366 | $6,641+41.0% | $8,363+12.0% | $4,237+121.1% |
| Admin fee / account holder | $118 | $630-81.3% | $11,616-99.0% | $593-80.1% |