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 |
|---|---|---|
CALLAN LLC2+ years Filed as: NWQ INVESTMENT MGMT CO. LLC Service code 28 · EIN 47-0875103 | Investment Management | $61,881 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MGMT, LLC Service code 28 · EIN 20-2830751 | Investment Management | $52,961 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT LLC Service code 28 · EIN 95-4871957 | Investment Management | $50,588 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $47,050 |
COLUMBUS CIRCLE INVESTORS2+ years Service code 28 · EIN 06-1404803 | Investment Management | $43,283 |
NORTHERN TRUST COMPANY2+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $40,347 |
SUSTAINABLE GROWTH ADVISORS2+ years Filed as: SUSTAINABLE GROWTH ADVISERS LP Service code 28 · EIN 05-0571266 | Investment Management | $37,318 |
VULCAN VALUE PARTNERS2+ years Service code 28 · EIN 39-2051712 | Investment Management | $31,365 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $30,448 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MGMT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $24,821 |
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 | $150,388 | $82,279+82.8% | $77,999+92.8% | $63,975+135.1% |
| Participation rate | 99.5% | 84.7%+14.9pp | 75.5%+24.0pp | 71.1%+28.4pp |
| Annual return | 5.57% | 11.20%-5.6pp | 425.96%-420.4pp | 48.65%-43.1pp |
| Employer contribution / active EE | $6,772 | $3,297+105.4% | $2,470+174.2% | $2,182+210.4% |
| Participant deferral / active EE | $6,097 | $4,538+34.3% | $3,497+74.4% | $3,356+81.6% |
| Admin fee / account holder | $196 | $81+140.8% | $5,480-96.4% | $70+178.3% |