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 |
|---|---|---|
BOSTON PARTNERS2+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $676,747 |
Service code 28 · EIN 45-4783986 | Investment Management | $278,666 |
Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $154,406 |
AMERICAN FUNDS1 year Filed as: EB DYNAMIC GROWTH FUND Service code 28 · EIN 25-6078093 | Investment Management | $153,387 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $152,996 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 51-6568908 | Investment Management | $136,071 |
NEPC, LLC2+ years Service code 50 · EIN 26-1429809 | Direct Payment | $113,031 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $105,339 |
Service code 28 · EIN 20-3834766 | Investment Management | $74,858 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $62,857 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,603 | $221,442-25.7% | $92,233+78.5% | $77,958+111.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 14.10% | 15.65%-1.6pp | 176.28%-162.2pp | 20.87%-6.8pp |
| Employer contribution / active EE | $9,604 | $3,226+197.7% | $3,679+161.0% | $2,310+315.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $626 | $210+198.4% | $5,194-87.9% | $97+542.6% |