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) | $55,536 |
THIRD PARTY ADMINISTRATORS, INC.8+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $800 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Services | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,829 | $76,050+150.9% | $96,544+97.7% | $71,457+167.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 21.51% | 22.81%-1.3pp | 25.84%-4.3pp | 28.85%-7.3pp |
| Employer contribution / active EE | $3,279 | $2,244+46.1% | $2,965+10.6% | $2,588+26.7% |
| Participant deferral / active EE | $10,089 | $4,215+139.3% | $4,851+108.0% | $4,289+135.2% |
| Admin fee / account holder | $218 | $2,707-91.9% | $8,252-97.4% | $1,587-86.3% |