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) | $73,844 |
THIRD PARTY ADMINISTRATORS, INC.10+ years Filed as: THIRD PARTY ADMINISTRATORS, INC Service code 13 2 EXECUTIVE PARK DRIVE, SUITE 100 · BEDFORD, NH 031106915 | Contract Administrator | $1,600 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Other Services | $525 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,238 | $87,870+164.3% | $113,168+105.2% | $74,304+212.6% |
| Participation rate | 99.1% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 17.88% | 26.44%-8.6pp | 24.27%-6.4pp | 29.43%-11.6pp |
| Employer contribution / active EE | $3,630 | $2,277+59.4% | $2,975+22.0% | $2,241+62.0% |
| Participant deferral / active EE | $9,979 | $4,241+135.3% | $5,107+95.4% | $3,767+164.9% |
| Admin fee / account holder | $259 | $3,368-92.3% | $12,068-97.9% | $2,969-91.3% |