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 |
|---|---|---|
SMW ANNUITY7 years Service code 14 · EIN 04-6394579 | Plan Administrator | $484,259 |
SMW INSURANCE10+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $320,612 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $206,250 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $147,504 |
LSV ASSET MANAGEMENT10+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $143,361 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 36-4115383 | Recordkeeping | $123,486 |
COLUMBIA10+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 38-3386847 | Investment Management | $113,296 |
INCOME RESEARCH & MANAGEMENT10+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $103,836 |
BLACKSTONE10+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $83,306 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 16 · EIN 13-3954297 | Consulting | $52,578 |
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 | $170,549 | $52,224+226.6% | $88,946+91.7% | $102,872+65.8% |
| Participation rate | 94.0% | 40.8%+53.3pp | 68.8%+25.2pp | 73.0%+21.0pp |
| Annual return | 7.75% | 16.96%-9.2pp | 57.82%-50.1pp | 19.06%-11.3pp |
| Employer contribution / active EE | $9,490 | $1,241+664.8% | $2,555+271.4% | $3,526+169.1% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $4,581-100.0% | $5,535-100.0% |
| Admin fee / account holder | $302 | $1,723-82.5% | $8,261-96.3% | $292+3.4% |