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 |
|---|---|---|
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL & LTD. Service code 28 · EIN 04-3472863 | Investment Management | $9,224,764 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $2,557,512 |
WASATCH ADVISORS10+ years Service code 28 · EIN 87-0319391 | Investment Management | $1,866,997 |
BRIDGEWATER2 years Filed as: BRIDGEWATER ASSOCIATES INTERMEDIATE Service code 28 · EIN 27-1437501 | Investment Management | $1,255,111 |
DOUBLELINE CAPITAL LP1 year Filed as: DOUBLELINE CAPITAL, LP Service code 28 · EIN 30-0596331 | Investment Management | $1,034,640 |
Filed as: GRANTHAM, MAYO, VAN OTERLOO CO. Service code 28 · EIN 04-2691242 | Investment Management | $896,037 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGMT. Service code 28 · EIN 51-0412248 | Investment Management | $829,630 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $826,089 |
Service code 28 · EIN 51-0368279 | Investment Management | $803,659 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: CENTER SQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $741,842 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,353 | $167,668-65.8% | $100,391-42.9% | $106,382-46.1% |
| Participation rate | 100.0% | 87.6%+12.4pp | 81.5%+18.5pp | 69.9%+30.1pp |
| Annual return | 8.94% | 18.33%-9.4pp | 49.20%-40.3pp | 17.37%-8.4pp |
| Employer contribution / active EE | $4,439 | $4,908-9.6% | $3,942+12.6% | $3,364+32.0% |
| Participant deferral / active EE | $0 | $11,427-100.0% | $8,082-100.0% | $5,569-100.0% |
| Admin fee / account holder | $318 | $94+238.7% | $7,899-96.0% | $79+301.1% |