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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PARAMETRIC PORTFOLIO ASSOC. Service code 28 P.O.BOX 856786 · MINNEAPOLIS, MN 554866786 | Investment Management | $48,898 |
See 1 actuary disclosure. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $541,860-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 9.99% | 9.04%+0.9pp | 7.71%+2.3pp | 9.04%+0.9pp |
| Employer contribution / active EE | $86,856 | $14,127+514.8% | $39,519+119.8% | $14,127+514.8% |
| Participant deferral / active EE | $0 | $665-100.0% | $120-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $47,135-100.0% | - |