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 |
|---|---|---|
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $125,813 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $12,731 |
MFS INVESTMENT MANAGEMENT2 years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $12,528 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 P.O. BOX 8266 · BOSTON, MA 022668266 | Investment Management | $7,717 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD Service code 28 P.O. BOX 0672 · MILWAUKEE, WI 53201 | Investment Management | $7,693 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $0 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 2.95% | 10.71%-7.8pp | 12.57%-9.6pp | 10.71%-7.8pp |
| Employer contribution / active EE | $5,516 | $14,986-63.2% | $23,666-76.7% | $14,986-63.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $13-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |