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 28 · EIN 80-0250512 222 BERKLEY STREET · BOSTON, MA 02116 | Investment Management | $158,728 |
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB,PC Service code 29 · EIN 47-1507939 333 ELM STREET · DEDHAM, MA 02026 | Legal | $27,912 |
DANIEL F. FRIEL, CPA, PC3+ years Service code 10 · EIN 04-2713878 404 WYMAN STREET 380 · WALTHAM, MA 024511212 | Accounting | $20,200 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 380 RUSSELL STREET · HADLEY, MA 01035 | Securities Custodian | $18,661 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $378,077 | $76,000+397.5% | $154,107+145.3% | $64,186+489.0% |
| Participation rate | 88.0% | 70.4%+17.5pp | 83.0%+4.9pp | 69.6%+18.4pp |
| Annual return | 7.20% | 30.32%-23.1pp | 735.12%-727.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $10,768 | $3,351+221.4% | $5,298+103.3% | $2,381+352.3% |
| Participant deferral / active EE | $5,978 | $3,175+88.3% | $5,081+17.7% | $3,470+72.3% |
| Admin fee / account holder | $1,956 | $5,596-65.0% | $13,411-85.4% | $4,888-60.0% |