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 |
|---|---|---|
Filed as: BOSTON TRUST WALDEN Service code 28 · EIN 04-2273811 | Investment Management | $1,164,583 |
NATIONAL INVESTMENT SERVICES9 years Service code 28 · EIN 45-4783986 | Investment Management | $550,098 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $266,407 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $241,335 |
Service code 28 · EIN 20-3834766 | Investment Management | $241,125 |
NEPC, LLC10+ years Service code 50 · EIN 26-1429809 | Direct Payment | $188,747 |
400 CAPITAL MANAGEMENT LLC3 years Service code 28 · EIN 84-2312688 | Investment Management | $168,516 |
Filed as: DAVIDSON KEMPNER CAPITAL MANAGEMENT Service code 28 · EIN 13-3863161 | Investment Management | $157,458 |
Service code 28 · EIN 33-1117438 | Investment Management | $122,803 |
LOOMIS SAYLES9 years Service code 28 · EIN 04-3200030 | Investment Management | $84,290 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,521 | $103,641+124.4% | $107,525+116.2% | $102,872+126.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 6.12% | 13.08%-7.0pp | 181.32%-175.2pp | 19.06%-12.9pp |
| Employer contribution / active EE | $12,310 | $5,096+141.6% | $3,754+228.0% | $3,526+249.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $963 | $276+248.8% | $8,919-89.2% | $292+229.5% |