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 |
|---|---|---|
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $464,686 |
Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 61-1350302 | Investment Management | $447,506 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 | Actuarial | $281,020 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $272,628 |
Filed as: WELFARE & PENSION ADMIN SVC, INC. Service code 12 · EIN 91-1363171 | Claims processing; Recordkeeping and ... | $240,646 |
Service code 28 · EIN 46-1294859 | Investment Management | $204,498 |
MATRIX TRUST COMPANY7 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $142,526 |
PANAGORA ASSET MANAGEMENT7 years Filed as: PANAGORA ASSET MANAGEMENT, INC Service code 28 · EIN 04-3063840 | Investment Management | $84,547 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 68-0635051 | Investment Management | $76,957 |
VERUS6 years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $73,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,596 | $182,927-48.8% | $200,582-53.3% | $117,739-20.5% |
| Participation rate | 77.9% | 92.5%-14.5pp | 86.9%-9.0pp | 76.6%+1.3pp |
| Annual return | 6.28% | 15.76%-9.5pp | 42.33%-36.1pp | 17.29%-11.0pp |
| Employer contribution / active EE | $5,328 | $5,985-11.0% | $6,419-17.0% | $3,746+42.2% |
| Participant deferral / active EE | $0 | $9,711-100.0% | $9,331-100.0% | $6,128-100.0% |
| Admin fee / account holder | $387 | $95+307.3% | $16,305-97.6% | $112+245.6% |