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 50 · EIN 91-1042342 | Direct Payment | $112,420 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 28 · EIN 41-1460668 | Investment Management | $98,575 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 16 · EIN 58-2432390 | Consulting | $87,500 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 50 · EIN 04-3200030 | Direct Payment | $83,812 |
ALGER3+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $77,330 |
NORTHWEST ADMINISTRATORS, INC.3+ years Service code 13 · EIN 91-0680697 | Contract Administrator | $74,880 |
BECKER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 93-0663104 | Investment Management | $68,728 |
RAEL & LETSON3+ years Service code 11 · EIN 94-1701048 | Actuarial | $41,224 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $38,590 |
Service code 29 · EIN 91-0889948 | Legal | $30,818 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.81% | 11.78%+1.0pp | 8.32%+4.5pp | 23.90%-11.1pp |
| Employer contribution / active EE | $9,537 | $11,309-15.7% | $30,793-69.0% | $16,539-42.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |