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) | $59,024 |
THIRD PARTY ADMINISTRATORS, INC.7+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $950 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Services | $475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,353 | $65,435+149.6% | $86,677+88.5% | $66,914+144.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -17.85% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,436 | $2,153+59.6% | $2,836+21.1% | $2,544+35.1% |
| Participant deferral / active EE | $10,006 | $4,100+144.0% | $4,656+114.9% | $4,237+136.2% |
| Admin fee / account holder | $242 | $642-62.3% | $7,493-96.8% | $593-59.2% |