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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $1,195 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,867 | $82,202+89.6% | $125,339+24.4% | $64,808+140.5% |
| Participation rate | 95.5% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -20.64% | 3.48%-24.1pp | 572.05%-592.7pp | 32.82%-53.5pp |
| Employer contribution / active EE | $9,969 | $3,615+175.7% | $4,814+107.1% | $2,506+297.9% |
| Participant deferral / active EE | $11,373 | $7,175+58.5% | $7,446+52.7% | $4,310+163.8% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |