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 ANNUITY5 years Service code 14 · EIN 04-6394579 | Plan Administrator | $313,464 |
SMW INSURANCE8+ years Service code 13 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Contract Administrator | $230,804 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 86-1751460 | Investment Management | $116,581 |
BLACKSTONE8+ years Filed as: BLACKSTONE ALTERNATIVE ASSET Service code 28 · EIN 20-8875684 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $95,402 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $95,042 |
LSV ASSET MANAGEMENT8+ years Filed as: LSV INVESTMENT Service code 28 · EIN 30-0246429 | Investment Management | $92,443 |
COLUMBIA8+ years Filed as: COLUMBIA ASSET MANAGEMENT Service code 28 · EIN 38-3386847 | Investment Management | $90,399 |
INCOME RESEARCH & MANAGEMENT8+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $69,920 |
MANZI & ASSOCIATES, LLC8+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $32,850 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS & LANDRY Service code 29 · EIN 04-3363718 | Legal | $29,362 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,177 | $40,278+327.5% | $80,569+113.7% | $80,160+114.8% |
| Participation rate | 74.1% | 47.5%+26.5pp | 67.0%+7.1pp | 72.9%+1.1pp |
| Annual return | 28.32% | 50.86%-22.5pp | 935.43%-907.1pp | 40.38%-12.1pp |
| Employer contribution / active EE | $7,294 | $1,332+447.5% | $2,723+167.8% | $2,978+145.0% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $4,447-100.0% | $5,017-100.0% |
| Admin fee / account holder | $249 | $210+18.4% | $5,377-95.4% | $145+71.9% |