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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Service code 18 STATE STREET FINANCIAL CENTER · BOSTON, MA 021112900 | Investment management fees paid direc... | $2,184,428 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN FUNDS SERVICES Service code 27 P.O. BOX 8528 · BOSTON, MA 022668528 | Advisory (Plan) | $115,550 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $45,779 |
ALIGHT SOLUTIONS LLC8 years Service code 15 · EIN 82-1061233 | Recordkeeping | $25,000 |
INVESCO5 years Filed as: INVESCO STABLE VAL Service code 26 · EIN 36-6071399 | Advisory (Participants) | $7,618 |
DIMENSIONAL FUND ADVISORS9 years Filed as: DIMENSIONAL FUNDS ADVISORS LP Service code 27 · EIN 30-0447847 | Advisory (Plan) | $1,124 |
DODGE & COX10+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $637 |
PIMCO FUNDS9 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $295 |
SEI INVESTMENTS8 years Filed as: SEI TRUST COMPANY - ROTHSCHLID Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,445 | $152,104-20.8% | $184,203-34.6% | $106,382+13.2% |
| Participation rate | 97.1% | 85.9%+11.2pp | 86.8%+10.3pp | 69.9%+27.2pp |
| Annual return | 14.45% | 20.70%-6.3pp | 28.81%-14.4pp | 17.37%-2.9pp |
| Employer contribution / active EE | $6,477 | $5,326+21.6% | $6,427+0.8% | $3,364+92.6% |
| Participant deferral / active EE | $7,163 | $8,559-16.3% | $9,131-21.6% | $5,569+28.6% |
| Admin fee / account holder | $88 | $103-13.9% | $13,901-99.4% | $79+11.5% |