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 |
|---|---|---|
COLUMBIA8+ years Filed as: COLUMBIA MUTUAL FUNDS Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $115,772 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 P.O. BOX 8266 · BOSTON, MA 022668266 | Investment Management | $22,592 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $13,497 |
MFS INVESTMENT MANAGEMENT3 years Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $12,052 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $202,297-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 52.5%-52.5pp | 2.3%-2.3pp |
| Annual return | 3.97% | 37.74%-33.8pp | 14.21%-10.2pp | 37.74%-33.8pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $29,446-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $125-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $7,524-100.0% | $9,287-100.0% |