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 NETWORK4+ years Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Plan) | $27,378 |
AMERICAN FUNDS3 years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $15,254 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SERVICE, INC. Service code 13 · EIN 16-0874395 THE EDWARDS BLOCK · WESTBROOK, ME 04092 | Contract Administrator | $11,479 |
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 | $70,454 | $73,102-3.6% | $123,544-43.0% | $56,287+25.2% |
| Participation rate | 81.9% | 74.3%+7.6pp | 82.3%-0.4pp | 69.9%+12.0pp |
| Annual return | -3.01% | 3.01%-6.0pp | 119.20%-122.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,978 | $2,977-33.6% | $4,628-57.3% | $2,111-6.3% |
| Participant deferral / active EE | $7,525 | $5,423+38.8% | $6,426+17.1% | $3,350+124.7% |
| Admin fee / account holder | $241 | $554-56.4% | $9,284-97.4% | $521-53.7% |