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 |
|---|---|---|
ATPA1+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $172,947 |
LOOMIS SAYLES1+ years Service code 28 · EIN 84-6391546 | Investment Management | $135,693 |
Service code 28 · EIN 75-2403190 | Investment Management | $118,356 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $106,030 |
Filed as: JACOBS & COMPANY Service code 28 · EIN 94-3056301 | Investment Management | $88,909 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $85,000 |
RAEL & LETSON1+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $82,800 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL Service code 28 · EIN 20-1248621 | Investment Management | $61,228 |
KRAW LAW GROUP1+ years Service code 29 · EIN 77-0171216 | Legal | $55,063 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $40,324 |
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.
Employer contribution per participant 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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.06% | 0.06%+1.0pp | -0.81%+1.9pp | -0.60%+1.7pp |
| Employer contribution / active EE | $3,400 | $14,206-76.1% | $38,425-91.2% | $12,272-72.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |