See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $60,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,990 | $57,096+26.1% | $94,224-23.6% | $55,191+30.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 0.86% | 159.65%-158.8pp | 10.68%-9.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $3,459 | $1,708+102.5% | $3,587-3.6% | $1,899+82.2% |
| Participant deferral / active EE | $6,959 | $3,165+119.9% | $4,320+61.1% | $3,046+128.4% |
| Admin fee / account holder | $123 | $89+38.2% | $6,269-98.0% | $91+35.8% |