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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $362,052 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $235,640 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LP Service code 29 · EIN 73-1388566 | Legal | $87,493 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $70,894 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $64,706 |
Filed as: HARPER & PEARSON CPA'S Service code 10 · EIN 74-1695589 | Accounting | $64,000 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $58,534 |
BRANDYWINE GLOBAL INVESTMENT MGMT10+ years Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $41,388 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Investment Management | $27,511 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | - |
| Annual return | 4.76% | 65.56%-60.8pp | 37.43%-32.7pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $38,058-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $121-100.0% | - |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |