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 | $103,936 |
DANIEL F. FRIEL, CPA, PC6+ years Service code 10 · EIN 04-2713878 404 WYMAN STREET 380 · WALTHAM, MA 024511212 | Accounting | $34,500 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 380 RUSSELL STREET · HADLEY, MA 01035 | Securities Custodian | $10,801 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $283,349 | $95,416+197.0% | $185,823+52.5% | $85,850+230.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 19.82% | 23.59%-3.8pp | 122.05%-102.2pp | 318.53%-298.7pp |
| Employer contribution / active EE | $8,463 | $3,314+155.4% | $5,167+63.8% | $2,565+229.9% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,250 | $7,213-82.7% | $16,237-92.3% | $6,260-80.0% |