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 MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $98,463 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $92,418 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $80,000 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $79,516 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $35,600 |
KENNEDY LAW FIRM1 year Service code 29 · EIN 82-4975249 | Legal | $35,173 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $20,463 |
MELISSA W. COOK & ASSOCIATES5+ years Filed as: MELISSA W COOK & ASSOCIATES Service code 29 · EIN 95-3245809 | Legal | $20,173 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK NA Service code 19 · EIN 31-0841368 | Securities Custodian | $13,025 |
US BANK1 year Filed as: MUFG UNION BANK Service code 49 · EIN 94-0304228 | Other Services | $8,817 |
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 | $39,003 | $66,051-41.0% | $92,893-58.0% | $77,787-49.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.7pp |
| Annual return | 10.38% | 20.69%-10.3pp | 109.41%-99.0pp | 32.57%-22.2pp |
| Employer contribution / active EE | $1,870 | $3,426-45.4% | $3,653-48.8% | $2,504-25.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $131 | $148-11.4% | $5,794-97.7% | $100+30.9% |