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 |
|---|---|---|
COLUMBIA7+ years Filed as: COLUMBIA MUTUAL FUNDS Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $133,145 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $22,720 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $13,850 |
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.
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 | $164,233-100.0% | $65,170-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -23.07% | 2.77%-25.8pp | 7.07%-30.1pp | 2.77%-25.8pp |
| Employer contribution / active EE | $29,851 | $15,262+95.6% | $34,847-14.3% | $15,262+95.6% |
| Participant deferral / active EE | $0 | $691-100.0% | $4-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $51-100.0% | $1,015-100.0% |