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) | $67,477 |
THIRD PARTY ADMINISTRATORS, INC.9+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $1,100 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Services | $550 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,634 | $79,171+158.5% | $102,423+99.8% | $74,495+174.7% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 17.63% | 54.93%-37.3pp | 29.32%-11.7pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $3,383 | $2,362+43.2% | $3,023+11.9% | $2,623+29.0% |
| Participant deferral / active EE | $9,875 | $4,415+123.7% | $5,053+95.4% | $4,346+127.2% |
| Admin fee / account holder | $245 | $2,001-87.7% | $9,451-97.4% | $1,942-87.4% |