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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH FENNER & SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $155,066 |
NORTHERN TRUST COMPANY10+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $85,637 |
SUSTAINABLE GROWTH ADVISORS10+ years Filed as: SUSTAINABLE GROWTH ADVISERS LP Service code 28 · EIN 05-0571266 | Investment Management | $80,210 |
PZENA INVESTMENT MANAGEMENT4 years Service code 28 · EIN 13-3860154 | Investment Management | $78,494 |
WELLS FARGO BANK, N.A.10+ years Filed as: GALLIARD CAPITAL MGMT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $68,560 |
ARROWMARK PARTNERS5 years Service code 28 · EIN 39-2068140 | Investment Management | $65,122 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE CAPITAL BOSTON Service code 28 · EIN 47-1867873 | Investment Management | $54,420 |
Service code 28 · EIN 20-2830751 | Investment Management | $29,696 |
SNYDER CAPITAL MANAGEMENT3 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $28,932 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $10,881 |
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 | $244,368 | $112,623+117.0% | $106,213+130.1% | $199,593+22.4% |
| Participation rate | 99.7% | 86.2%+13.4pp | 75.3%+24.4pp | 72.0%+27.7pp |
| Annual return | 7.34% | 15.57%-8.2pp | 116.14%-108.8pp | 34.25%-26.9pp |
| Employer contribution / active EE | $8,222 | $4,575+79.7% | $3,171+159.3% | $3,034+171.0% |
| Participant deferral / active EE | $7,429 | $6,659+11.5% | $5,016+48.1% | $5,087+46.0% |
| Admin fee / account holder | $198 | $107+85.3% | $11,033-98.2% | $269-26.3% |