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 ANNUITY2 years Service code 14 · EIN 04-6394579 | Plan Administrator | $253,264 |
SMW INSURANCE5+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $228,128 |
LSV ASSET MANAGEMENT5+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $94,655 |
BOSTON PARTNERS5+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $90,541 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $82,943 |
BLACKSTONE5+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $81,482 |
BOSTON TRUST WALDEN COMPANY5+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $81,478 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
INCOME RESEARCH & MANAGEMENT5+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $68,219 |
COLUMBIA5+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $63,546 |
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 | $131,768 | $46,219+185.1% | $89,391+47.4% | $90,288+45.9% |
| Participation rate | 87.3% | 44.9%+42.4pp | 68.0%+19.3pp | 73.4%+13.9pp |
| Annual return | -6.14% | 25.71%-31.9pp | 245.62%-251.8pp | 53.97%-60.1pp |
| Employer contribution / active EE | $7,566 | $953+693.9% | $2,586+192.6% | $2,524+199.8% |
| Participant deferral / active EE | $0 | $2,136-100.0% | $3,890-100.0% | $4,232-100.0% |
| Admin fee / account holder | $381 | $147+159.3% | $4,881-92.2% | $114+233.8% |