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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $101,991 |
BENESYS, INC.4+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $89,748 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $77,648 |
MELISSA W. COOK & ASSOCIATES4+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $48,844 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $35,600 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $13,107 |
ALSWEET ASSOCIATES2 years Service code 10 · EIN 95-2766134 | Accounting | $6,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,228 | $60,396-38.4% | $83,848-55.6% | $75,289-50.6% |
| Participation rate | 100.0% | 80.7%+19.2pp | 76.1%+23.8pp | 72.4%+27.5pp |
| Annual return | 2.53% | 3.84%-1.3pp | 850.88%-848.3pp | -0.04%+2.6pp |
| Employer contribution / active EE | $1,499 | $3,343-55.2% | $3,631-58.7% | $2,405-37.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $128 | $141-9.5% | $5,478-97.7% | $102+24.9% |