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 3-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGANSTANLEY SMITHBARNEY Service code 15 · EIN 26-4310632 | Recordkeeping | $181,154 |
CONRAD SIEGEL3+ years Filed as: CONRAD SIEGEL INC Service code 15 · EIN 23-1669823 | Recordkeeping | $18,380 |
BLACKROCK3+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT, Service code 28 · EIN 14-1904657 | Investment Management | $0 |
FEDERATED1 year Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 · EIN 25-1111467 | Investment Management | $0 |
GQG PARTNERS LLC3+ years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 641219009 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
KKR PRISMA3+ years Filed as: KKR CREDIT ADVISORS LLC Service code 28 555 CALIFORNIA ST, 50TH FLOOR · SAN FRANCISCO, CA 94104 | Investment Management | $0 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-4571006 | Investment Management | $0 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,471 | $111,072+73.3% | $156,263+23.2% | $102,872+87.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 78.9%+21.1pp | 73.0%+27.0pp |
| Annual return | 18.00% | 16.98%+1.0pp | 59.47%-41.5pp | 19.06%-1.1pp |
| Employer contribution / active EE | $7,288 | $4,017+81.4% | $4,333+68.2% | $3,526+106.7% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $6,158-100.0% | $5,535-100.0% |
| Admin fee / account holder | $123 | $120+1.9% | $14,255-99.1% | $292-58.0% |