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 |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $200,115 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $162,396 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 80-0169636 | Investment Management | $110,922 |
Filed as: SYSTEMIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $76,742 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $69,837 |
PANAGORA ASSET MANAGEMENT3 years Service code 28 · EIN 04-3062840 | Investment Management | $54,213 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALLEN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $48,629 |
Service code 29 · EIN 91-0889948 | Legal | $47,243 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $34,337 |
LINDQUIST LLP2 years Service code 10 · EIN 52-2385296 | Accounting | $30,908 |
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 | $42,745 | $95,776-55.4% | $162,163-73.6% | $77,787-45.0% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 3.73% | 37.03%-33.3pp | 115.59%-111.9pp | 32.57%-28.8pp |
| Employer contribution / active EE | $1,838 | $3,874-52.6% | $5,614-67.3% | $2,504-26.6% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $7,298-100.0% | $3,967-100.0% |
| Admin fee / account holder | $246 | $88+180.0% | $10,843-97.7% | $100+145.4% |