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: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $187,576 |
DELOITTE & TOUCHE LLP7 years Service code 10 PO BOX 7247-6446 · PHILADELPHIA, PA 191706446 | Accounting | $57,803 |
MMA SECURITIES LLC7 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $27,000 |
QDRO CONSULTANTS COMPANY, LLC8+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,800 |
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 | $72,642 | $61,756+17.6% | $70,092+3.6% | $77,904-6.8% |
| Participation rate | 94.8% | 79.9%+14.9pp | 70.5%+24.3pp | 73.7%+21.1pp |
| Annual return | -18.87% | -11.86%-7.0pp | 190.73%-209.6pp | 12.21%-31.1pp |
| Employer contribution / active EE | $2,905 | $2,706+7.3% | $2,559+13.5% | $2,848+2.0% |
| Participant deferral / active EE | $6,005 | $3,977+51.0% | $3,849+56.0% | $4,806+24.9% |
| Admin fee / account holder | $81 | $101-19.6% | $6,267-98.7% | $133-38.5% |