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 6-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 |
|---|---|---|
DOWNEAST PENSION SERVICES, INC.3+ years Service code 13 · EIN 01-0472857 41 CAMPUS DRIVE · NEW GLOUCESTER, ME 04260 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,253 | $65,061-75.0% | $143,757-88.7% | $66,914-75.7% |
| Participation rate | 26.6% | 65.2%-38.6pp | 80.3%-53.7pp | 69.8%-43.2pp |
| Annual return | -20.06% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $438 | $2,361-81.4% | $4,951-91.1% | $2,544-82.8% |
| Participant deferral / active EE | $1,432 | $2,919-50.9% | $5,637-74.6% | $4,237-66.2% |
| Admin fee / account holder | $17 | $502-96.7% | $14,673-99.9% | $593-97.2% |