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 | $331,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,415 | $105,247+90.4% | $87,100+130.1% | $77,787+157.6% |
| Participation rate | 98.2% | 85.8%+12.4pp | 76.9%+21.3pp | 73.2%+25.0pp |
| Annual return | 22.28% | 24.52%-2.2pp | 28.19%-5.9pp | 32.57%-10.3pp |
| Employer contribution / active EE | $5,543 | $2,895+91.5% | $2,521+119.8% | $2,504+121.3% |
| Participant deferral / active EE | $9,407 | $5,060+85.9% | $4,049+132.4% | $3,967+137.1% |
| Admin fee / account holder | $167 | $104+59.4% | $7,497-97.8% | $100+66.5% |