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 9-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: STATE STREET GLOBAL ADVISORS TRUST Service code 28 · EIN 81-4017137 1 IRON STREET · BOSTON, MA 02210 | Investment Management | $462,450 |
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 | $144,246 | $105,247+37.1% | $87,100+65.6% | $77,787+85.4% |
| Participation rate | 95.5% | 85.8%+9.7pp | 76.9%+18.7pp | 73.2%+22.3pp |
| Annual return | 19.52% | 24.52%-5.0pp | 28.19%-8.7pp | 32.57%-13.1pp |
| Employer contribution / active EE | $4,714 | $2,895+62.9% | $2,521+87.0% | $2,504+88.2% |
| Participant deferral / active EE | $7,361 | $5,060+45.5% | $4,049+81.8% | $3,967+85.5% |
| Admin fee / account holder | $262 | $104+150.4% | $7,497-96.5% | $100+161.5% |