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 LLC Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $47,626 |
THIRD PARTY ADMINISTRATORS, INC.4+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $500 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Services | $250 |
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 | $180,731 | $65,376+176.4% | $87,100+107.5% | $65,185+177.3% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 23.52% | 31.27%-7.8pp | 28.19%-4.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $3,541 | $1,822+94.3% | $2,521+40.5% | $2,177+62.7% |
| Participant deferral / active EE | $10,563 | $3,388+211.7% | $4,049+160.9% | $3,514+200.6% |
| Admin fee / account holder | $259 | $520-50.2% | $7,497-96.5% | $847-69.5% |