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 TRUST WALDEN COMPANY5 years Service code 28 · EIN 04-2273811 | Investment Management | $980,202 |
NATIONAL INVESTMENT SERVICES8 years Service code 28 · EIN 45-4783986 | Investment Management | $432,492 |
BOSTON PARTNERS5 years Filed as: BOSTON PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 20-5461810 | Investment Management | $242,805 |
Filed as: US REAL ESTATE INVESTMENT FUND Service code 28 · EIN 04-2895544 | Investment Management | $237,127 |
Filed as: ABS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4205457 | Investment Management | $233,206 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MNGMT CAYMAN LTD Service code 28 | Investment Management | $153,116 |
THE BANK OF NEW YORK MELLON8 years Filed as: ALCENTRA MULTI-STRATEGY EURO CREDIT Service code 28 · EIN 80-6263676 | Investment Management | $145,902 |
NEPC, LLC9+ years Service code 50 · EIN 26-1429809 | Direct Payment | $127,406 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $84,018 |
Filed as: BRIDGEWAY TECHNOLOGIES Service code 49 · EIN 82-3315217 | Other Services | $72,544 |
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 | $221,797 | $241,101-8.0% | $103,333+114.6% | $199,593+11.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.74% | 17.80%-7.1pp | 24.88%-14.1pp | 34.25%-23.5pp |
| Employer contribution / active EE | $11,785 | $4,244+177.7% | $3,868+204.7% | $3,034+288.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $812 | $288+182.1% | $8,355-90.3% | $269+201.9% |