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 ANNUITY1 year Service code 14 · EIN 04-6394579 | Plan Administrator | $239,917 |
SMW INSURANCE4+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $220,130 |
BOSTON TRUST WALDEN COMPANY4+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $150,415 |
BOSTON PARTNERS4+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $144,557 |
COLUMBIA4+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $120,384 |
LSV ASSET MANAGEMENT4+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $99,269 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $86,547 |
BLACKSTONE4+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $79,027 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $64,436 |
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 | $146,784 | $41,617+252.7% | $84,611+73.5% | $77,787+88.7% |
| Participation rate | 90.2% | 45.0%+45.2pp | 68.2%+22.0pp | 73.2%+17.0pp |
| Annual return | 3.91% | 24.97%-21.1pp | 258.74%-254.8pp | 32.57%-28.7pp |
| Employer contribution / active EE | $8,073 | $1,061+660.8% | $2,652+204.4% | $2,504+222.3% |
| Participant deferral / active EE | $0 | $2,129-100.0% | $3,899-100.0% | $3,967-100.0% |
| Admin fee / account holder | $413 | $121+241.6% | $4,912-91.6% | $100+313.1% |