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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 13 · EIN 52-1590516 | Contract Administrator | $236,520 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $173,349 |
Service code 28 · EIN 91-1042342 | Investment Management | $160,310 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $90,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $88,149 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 04-3472863 | Investment Management | $69,516 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $63,702 |
Filed as: THE BANK OF NEW YORK MELLON TRUST Service code 19 · EIN 95-3571558 | Securities Custodian | $58,041 |
Service code 29 · EIN 91-0889948 | Legal | $42,257 |
UNION DATA SYSTEMS2 years Filed as: NECA STAR UNION DATA SYSTEMS Service code 49 · EIN 27-1619539 | Other Services | $33,937 |
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 | $122,693-100.0% | $184,203-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 86.8%-86.8pp | 72.0%-72.0pp |
| Annual return | 11.14% | 143.91%-132.8pp | 28.81%-17.7pp | 34.25%-23.1pp |
| Employer contribution / active EE | $2,469 | $4,584-46.1% | $6,427-61.6% | $3,034-18.6% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $13,901-100.0% | $269-100.0% |