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 |
|---|---|---|
LOOMIS SAYLES5 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $8,905 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,259 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $5,893 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,971 | $91,517-70.5% | $101,248-73.4% | $73,409-63.3% |
| Participation rate | 54.7% | 73.8%-19.1pp | 75.8%-21.2pp | 72.2%-17.5pp |
| Annual return | 11.25% | 17.17%-5.9pp | 46.47%-35.2pp | 59.29%-48.0pp |
| Employer contribution / active EE | $0 | $2,877-100.0% | $3,660-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,249 | $3,338-32.6% | $4,370-48.5% | $3,805-40.9% |
| Admin fee / account holder | $163 | $216-24.4% | $5,945-97.3% | $158+3.4% |