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 |
|---|---|---|
BAIRD INSURANCE SERVICES INC2+ years Filed as: BAIRD Service code 16 · EIN 39-6037917 | Consulting | $75,097 |
Filed as: TCW INVESTMENT MANAGEMENT CO LLC Service code 28 865 SOUTH FIGUEROA STREET, STE 2100 · LOS ANGELES, CA 90017 | Investment Management | $14,391 |
SKBA CAPITAL MANAGEMENT2+ years Filed as: SKBA CAPITAL MANAGEMENT LLC Service code 28 44 MONTGOMERY STREET, STE 3500 · SAN FRANCISCO, CA 94104 | Investment Management | $9,854 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC Service code 28 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Investment Management | $9,329 |
WAKEFIELD ASSET MANAGEMENT2+ years Filed as: WAKEFIELD ASSET MANAGEMENT LLP Service code 28 7887 E. BELLEVIEW AVE, STE 800 · ENGLEWOOD, CO 80111 | Investment Management | $6,502 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,038 | $74,024-68.9% | $77,999-70.5% | $57,658-60.0% |
| Participation rate | 98.0% | 79.7%+18.3pp | 75.5%+22.5pp | 70.2%+27.8pp |
| Annual return | 6.87% | 12.14%-5.3pp | 425.96%-419.1pp | 5.13%+1.7pp |
| Employer contribution / active EE | $1,186 | $2,365-49.9% | $2,470-52.0% | $1,974-39.9% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $114 | $93+22.5% | $5,480-97.9% | $95+20.8% |