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 ANNUITY4 years Service code 14 · EIN 04-6394579 | Plan Administrator | $267,227 |
SMW INSURANCE7+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $255,936 |
BOSTON TRUST WALDEN COMPANY7+ years Filed as: BOSTON TRUST COMPANY (TBCAM) Service code 28 · EIN 04-2273811 | Investment Management | $108,752 |
LSV ASSET MANAGEMENT7+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $107,758 |
BLACKSTONE7+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $92,992 |
BOSTON PARTNERS7+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $90,017 |
COLUMBIA7+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 25-1890416 213 W LIBERTY ST, STE 110 · ANN ARBOR, MI 48104 | Investment Management | $75,594 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $74,784 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $72,460 |
ULLICO7+ years Filed as: UNION LABOR LIFE Service code 28 · EIN 13-1423090 | Investment Management | $31,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,139 | $37,317+345.2% | $77,024+115.7% | $77,904+113.3% |
| Participation rate | 86.0% | 46.9%+39.2pp | 67.9%+18.1pp | 73.7%+12.3pp |
| Annual return | 5.55% | -5.88%+11.4pp | 42.32%-36.8pp | 12.21%-6.7pp |
| Employer contribution / active EE | $8,542 | $1,218+601.2% | $2,812+203.7% | $2,848+200.0% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $4,426-100.0% | $4,806-100.0% |
| Admin fee / account holder | $346 | $126+175.6% | $5,425-93.6% | $133+161.4% |