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 PARTNERS4+ years Filed as: BOSTON TRUST COMPANY Service code 28 · EIN 04-2273811 | Investment Management | $918,616 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 · EIN 45-4783986 | Investment Management | $302,729 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $202,102 |
THE BANK OF NEW YORK MELLON3 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $193,636 |
AMERICAN FUNDS3 years Filed as: EB DYNAMIC GROWTH FUND Service code 28 · EIN 25-6078093 | Investment Management | $163,809 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN TEMPLETON INVESTMENTS Service code 28 · EIN 51-6568908 | Investment Management | $159,892 |
NEPC, LLC4+ years Service code 50 · EIN 26-1429809 | Direct Payment | $118,091 |
LOOMIS SAYLES3 years Service code 28 · EIN 04-3200030 | Investment Management | $101,147 |
Service code 28 · EIN 20-3834766 | Investment Management | $70,934 |
Service code 28 · EIN 98-0417097 | Investment Management | $67,178 |
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 | $178,969 | $66,051+171.0% | $92,893+92.7% | $77,787+130.1% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 2.41% | 20.69%-18.3pp | 109.41%-107.0pp | 32.57%-30.2pp |
| Employer contribution / active EE | $10,521 | $3,426+207.1% | $3,653+188.0% | $2,504+320.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $567 | $148+283.6% | $5,794-90.2% | $100+466.7% |