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 |
|---|---|---|
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $120,022 |
Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $11,543 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $11,424 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 P.O. BOX 8266 · BOSTON, MA 022668266 | Investment Management | $7,547 |
Filed as: BAIRD Service code 28 P.O. BOX 0672 · MILWAUKEE, WI 53201 | Investment Management | $7,149 |
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 21.79% | 8.76%+13.0pp | 148.21%-126.4pp | 8.76%+13.0pp |
| Employer contribution / active EE | $6,811 | $16,627-59.0% | $26,792-74.6% | $16,627-59.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $63-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |