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 Service code 13 · EIN 38-2383171 | Contract Administrator | $453,277 |
Filed as: CHEVY CHASE TRUST Service code 28 7501 WISCONSIN AVE 1500 · W BETHESDA, MD 20814 | Investment Management | $305,800 |
Service code 28 · EIN 13-3200244 | Investment Management | $289,232 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $251,970 |
VERUS2+ years Service code 27 PO BOX 303 · TUALATIN, OR 97062 | Advisory (Plan) | $205,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES Service code 28 · EIN 04-1554520 | Investment Management | $204,955 |
GCM GROSVENOR2+ years Filed as: GROSVENOR Service code 28 · EIN 36-3795985 | Investment Management | $184,047 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH L. REINHART, P.C. Service code 29 7355 SW HERMOSO WAY · TIGARD, OR 97223 | Legal | $151,626 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $144,208 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA Service code 28 470 ATLANTIC AVE 9 · BOSTON, MA 12210 | Investment Management | $141,723 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 6.13% | 7.18%-1.1pp | 2.89%+3.2pp | 7.18%-1.1pp |
| Employer contribution / active EE | $13,941 | $13,095+6.5% | $39,831-65.0% | $13,095+6.5% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |