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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $159,923 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $129,042 |
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $101,363 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854953 | Advisory (Plan) | $90,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $86,435 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $76,778 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $67,405 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $56,291 |
Service code 29 · EIN 91-0889948 | Legal | $52,769 |
PANAGORA ASSET MANAGEMENT5 years Service code 28 · EIN 04-3062840 | Investment Management | $34,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,110 | $118,337-59.3% | $189,513-74.6% | $93,030-48.3% |
| Participation rate | 98.2% | 89.1%+9.1pp | 87.8%+10.4pp | 73.9%+24.3pp |
| Annual return | 27.65% | 21.77%+5.9pp | 555.15%-527.5pp | 158.70%-131.1pp |
| Employer contribution / active EE | $2,060 | $4,204-51.0% | $6,162-66.6% | $2,706-23.9% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $243 | $100+144.0% | $12,045-98.0% | $152+60.3% |