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 COMPANY9 years Filed as: BOSTON TRUST AND INV MGMT CO Service code 28 · EIN 04-2714958 1 BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $285,407 |
THE SEGAL COMPANY9 years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Actuarial | $66,500 |
D'ARCANGELO & CO., LLP8 years Filed as: D'ARCANGELO & CO. Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $17,500 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $202,856-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | 3.26% | 10.77%-7.5pp | 10.21%-6.9pp | 10.77%-7.5pp |
| Employer contribution / active EE | $6,201 | $15,292-59.4% | $37,040-83.3% | $15,292-59.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $95-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $2,923-100.0% | - |