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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $18,665 |
BERRY DUNN5 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $10,096 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,317 |
Filed as: DOWNEAST PENSION SERVICES INC Service code 13 41 CAMPUS DR STE 302 · NEW GLOUCESTER, ME 04260 | Contract Administrator | $2,082 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,993 | $54,701+77.3% | $86,188+12.5% | $71,457+35.7% |
| Participation rate | 74.4% | 60.1%+14.3pp | 69.0%+5.5pp | 67.9%+6.5pp |
| Annual return | 16.63% | 20.06%-3.4pp | 1168.45%-1151.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $586 | $1,265-53.7% | $2,380-75.4% | $2,588-77.4% |
| Participant deferral / active EE | $4,903 | $3,108+57.7% | $3,985+23.0% | $4,289+14.3% |
| Admin fee / account holder | $288 | $1,922-85.0% | $6,852-95.8% | $1,587-81.9% |