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: US REAL ESTATE Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $158,810 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $154,446 |
LOOMIS SAYLES3+ years Service code 28 · EIN 84-6391546 | Investment Management | $150,578 |
FIRST EAGLE1 year Service code 28 1345 AVENUE OF THE AMERICAS 48TH FL · NEW YORK, NY 10105 | Investment Management | $124,983 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $118,342 |
Filed as: ENTRUST PERMAL OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $113,277 |
Service code 28 · EIN 75-2403190 | Investment Management | $103,272 |
Filed as: JACOBS & COMPANY Service code 28 · EIN 94-3056301 | Investment Management | $98,342 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $93,633 |
RAEL & LETSON3+ years Filed as: RAEL LETSON Service code 11 · EIN 94-1701048 | Actuarial | $87,004 |
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.
Annual investment return 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.96% | 13.03%-3.1pp | 10.36%-0.4pp | 23.90%-13.9pp |
| Employer contribution / active EE | $5,068 | $15,779-67.9% | $37,738-86.6% | $16,539-69.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |