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 |
|---|---|---|
C.F.A.O7+ years Filed as: C.F.A.O. Service code 14 · EIN 94-1557079 | Plan Administrator | $3,479,811 |
POST ADVISORY GROUP7+ years Service code 28 · EIN 95-4818300 | Investment Management | $1,666,443 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELD LLC Service code 28 | Investment Management | $1,271,005 |
GAMCO ASSET MANAGEMENT5 years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $849,671 |
ALGER7+ years Filed as: FRED ALGER MANAGEMENT INC. Service code 28 · EIN 13-2510833 | Investment Management | $732,737 |
FOUNDRY PARTNERS7+ years Service code 28 · EIN 46-1184506 | Investment Management | $680,980 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $647,370 |
ENTRUST PARTNERS OFFSHORE LP2 years Filed as: ENTRUST GLOBAL Service code 28 · EIN 13-4021839 | Investment Management | $584,638 |
MCMORGAN & COMPANY LLC1 year Filed as: MCMORGAN Service code 28 · EIN 52-2334338 | Investment Management | $574,442 |
MEPT2 years Service code 28 · EIN 52-6218800 | Investment Management | $531,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,424 | $51,785-8.4% | $112,228-57.7% | $89,394-46.9% |
| Participation rate | 86.8% | 82.2%+4.6pp | 75.1%+11.7pp | 71.3%+15.5pp |
| Annual return | -5.40% | -11.06%+5.7pp | 27.45%-32.8pp | -11.89%+6.5pp |
| Employer contribution / active EE | $3,184 | $3,782-15.8% | $3,635-12.4% | $3,022+5.4% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $200 | $102+96.7% | $6,410-96.9% | $79+151.5% |