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 NETWORK3+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $24,704 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $14,932 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Contract Administrator | $3,850 |
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 | $77,537 | $80,753-4.0% | $136,294-43.1% | $62,292+24.5% |
| Participation rate | 79.0% | 73.5%+5.4pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 24.67% | 35.83%-11.2pp | 5155.94%-5131.3pp | 28.90%-4.2pp |
| Employer contribution / active EE | $2,130 | $2,884-26.1% | $4,695-54.6% | $2,042+4.3% |
| Participant deferral / active EE | $7,713 | $5,164+49.4% | $6,247+23.5% | $3,169+143.4% |
| Admin fee / account holder | $208 | $525-60.4% | $9,243-97.7% | $479-56.6% |