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 6-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 |
|---|---|---|
Filed as: GW & K INVESTMENT MANAGEMENT Service code 21 · EIN 80-0250512 | Bank Trustee | $162,744 |
DANIEL F. FRIEL, CPA, PC2+ years Service code 10 · EIN 04-2713878 | Accounting | $22,370 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $18,666 |
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 exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,431 | $84,233+332.6% | $170,442+113.8% | $70,131+419.6% |
| Participation rate | 97.6% | 70.8%+26.8pp | 83.6%+14.0pp | 69.5%+28.1pp |
| Annual return | 6.39% | 23.06%-16.7pp | 205.93%-199.5pp | 73.14%-66.8pp |
| Employer contribution / active EE | $11,467 | $3,387+238.6% | $5,433+111.1% | $2,342+389.5% |
| Participant deferral / active EE | $5,776 | $3,086+87.2% | $4,939+16.9% | $3,332+73.4% |
| Admin fee / account holder | $1,727 | $5,698-69.7% | $13,880-87.6% | $4,645-62.8% |