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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $40,070 |
DOWNEAST PENSION SERVICES, INC.5+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE, SUITE #302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $18,300 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 · EIN 84-0467907 8515 EAST ORCHARD GROUP · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,260 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,983 | $46,423+29.2% | $75,886-21.0% | $67,579-11.2% |
| Participation rate | 89.0% | 63.1%+26.0pp | 69.3%+19.7pp | 71.3%+17.7pp |
| Annual return | 23.43% | 32.29%-8.9pp | 30.76%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $239 | $1,406-83.0% | $2,500-90.5% | $2,148-88.9% |
| Participant deferral / active EE | $3,239 | $2,564+26.3% | $3,603-10.1% | $3,539-8.5% |
| Admin fee / account holder | $197 | $132+49.6% | $5,418-96.4% | $142+38.6% |