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 RD · WALTHAM, MA 024533483 | Advisory (Plan) | $46,879 |
THIRD PARTY ADMINISTRATORS, INC.3+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $550 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 49 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Other Services | $363 |
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 | $145,793 | $59,186+146.3% | $76,768+89.9% | $56,287+159.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.04% | 6.62%-10.7pp | 2.43%-6.5pp | -9.96%+5.9pp |
| Employer contribution / active EE | $3,332 | $1,759+89.5% | $2,485+34.1% | $2,111+57.9% |
| Participant deferral / active EE | $10,350 | $3,255+218.0% | $3,852+168.7% | $3,350+209.0% |
| Admin fee / account holder | $261 | $489-46.6% | $6,675-96.1% | $521-49.9% |