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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT3 years Service code 28 · EIN 41-1460668 | Investment Management | $105,236 |
Filed as: CHARTWELL INVESTMENT PARTNERS LP Service code 28 · EIN 23-2891243 | Investment Management | $80,890 |
BENESYS, INC.2 years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $64,376 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-1645832 | Consulting | $61,875 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 54-1557450 | Investment Mgmt Fees | $58,093 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES & COMPANY Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $52,136 |
KRAW LAW GROUP7 years Service code 29 · EIN 77-0171216 | Legal | $43,140 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 26-3761443 | Investment Mgmt Fees | $33,297 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $26,000 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS LLC Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $22,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $131,799-100.0% | $200,582-100.0% | $85,563-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 86.9%-86.9pp | 66.0%-66.0pp |
| Annual return | 8.00% | 21.59%-13.6pp | 42.33%-34.3pp | 31.51%-23.5pp |
| Employer contribution / active EE | $4,420 | $4,532-2.5% | $6,419-31.1% | $2,654+66.6% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |