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 INSURANCE2+ years Filed as: SMW INSURANCE FUND Service code 14 · EIN 04-2088633 1157 ADAMS STREET · DORCHESTER, MA 02124 | Plan Administrator | $127,336 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 DEPT CH 14061 · PALATINE, FL 60055 | Actuarial | $30,580 |
Filed as: HAMILTON LANE Service code 28 · EIN 98-1267736 | Investment Management | $21,918 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: CHEVY CHASE Service code 28 · EIN 52-2037618 | Investment Management | $21,360 |
KRAKOW & SOURIS2+ years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $16,000 |
MANZI & ASSOCIATES, LLC2+ years Service code 10 · EIN 04-3508036 855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $15,400 |
BLACKSTONE2+ years Service code 28 · EIN 13-3894989 | Investment Management | $4,406 |
Filed as: AFL-CIO EQUITY FUND Service code 28 · EIN 27-3350609 | Investment Management | $0 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB REAL ESTATE FUND Service code 28 · EIN 52-2037618 | Investment Management | $0 |
EATON VANCE2+ years Service code 28 · EIN 04-2718214 | Investment Management | $0 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $176,816-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.2%-39.2pp | 0.0%0pp |
| Annual return | 6.79% | 9.19%-2.4pp | 2.89%+3.9pp | 9.19%-2.4pp |
| Employer contribution / active EE | $4,751 | $12,608-62.3% | $39,831-88.1% | $12,608-62.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $99-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $478-100.0% | $2,655,710-100.0% |