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: BOSTON TRUST AND INV MGMT CO Service code 28 · EIN 04-2714958 1 BEACON STREET, 33RD FLOOR · BOSTON, MA 02108 | Investment Management | $174,211 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 116 HUNTINGTON AVENUE · BOSTON, MA 021165744 | Actuarial | $77,177 |
COHEN & HAVIAN1 year Service code 10 · EIN 04-2736972 7 WEST END WAY · NORWELL, MA 02061 | Accounting | $53,262 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 10.10% | 10.78%-0.7pp | 8.93%+1.2pp | 13.95%-3.8pp |
| Employer contribution / active EE | $7,218 | $10,694-32.5% | $43,470-83.4% | $16,598-56.5% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |