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 SAYLES6+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $9,587 |
Service code 28 · EIN 13-3089070 | Investment Management | $7,815 |
Service code 14 · EIN 81-0448832 | Plan Administrator | $6,138 |
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 | $27,935 | $69,362-59.7% | $101,248-72.4% | $73,488-62.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 10.48% | 18.46%-8.0pp | 46.47%-36.0pp | 28.51%-18.0pp |
| Employer contribution / active EE | $656 | $2,628-75.1% | $3,660-82.1% | $2,270-71.1% |
| Participant deferral / active EE | $1,683 | $3,300-49.0% | $4,370-61.5% | $3,740-55.0% |
| Admin fee / account holder | $172 | $704-75.6% | $5,945-97.1% | $513-66.6% |