See peer percentile detail. $4.99 for your first month.
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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 SOLUTIONS5+ years Service code 14 · EIN 52-1590516 2001 W CAMELBACK RD STE B350 · PHOENIX, AZ 850157404 | Plan Administrator | $141,676 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-6038770 245 PARK AVE. · NEW YORK, NY 10167 | Investment Management | $132,182 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 155 N WACKER DRIVE 4600 · CHICAGO, IL 60606 | Investment Management | $115,794 |
VERUS2 years Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSECRANS AVENUE · EL SEGUNDO, CA 90245 | Pension Consulting | $113,036 |
Service code 28 · EIN 95-2705767 100 INTERNATIONAL DRIVE · BALTIMORE, MD 21202 | Investment Management | $81,367 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 333 W 34TH ST · NEW YORK, NY 100012402 | Insurance Commissions | $69,950 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE U.S. DEBT FUND, LP Service code 51 · EIN 82-1785551 | Investment Mgmt Fees | $69,328 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 18 · EIN 94-1347393 100 W WASHINGTON ST · PHOENIX, AZ 85003 | Custodial (other than securities) | $49,391 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Mgmt Fees | $43,294 |
Filed as: JENNINGS, STROUSS & SALMON PLC Service code 29 · EIN 86-0108229 ONE EAST WASHINGTON STREET ST. 1900 · PHOENIX, AZ 85004 | Legal | $34,182 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,488 | $78,226-52.1% | $92,893-59.6% | $82,204-54.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.0%+24.0pp | 73.4%+26.6pp |
| Annual return | 19.20% | 19.33%-0.1pp | 109.41%-90.2pp | 26.31%-7.1pp |
| Employer contribution / active EE | $1,510 | $3,911-61.4% | $3,653-58.7% | $2,707-44.2% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,236-100.0% | $4,246-100.0% |
| Admin fee / account holder | $132 | $119+10.5% | $5,794-97.7% | $76+74.1% |