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 |
|---|---|---|
Service code 55 444 WASHINGTON ST STE 407 · WOBURN, MA 01801 | Other Commissions | $11,355 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,166 | $56,629-11.4% | $77,999-35.7% | $55,167-9.1% |
| Participation rate | 84.8% | 73.3%+11.5pp | 75.5%+9.3pp | 69.0%+15.8pp |
| Annual return | 9.89% | 2866.98%-2857.1pp | 425.96%-416.1pp | 169.23%-159.3pp |
| Employer contribution / active EE | $1,464 | $1,723-15.0% | $2,470-40.7% | $1,963-25.4% |
| Participant deferral / active EE | $4,219 | $2,777+51.9% | $3,497+20.7% | $3,054+38.1% |
| Admin fee / account holder | $6 | $467-98.8% | $5,480-99.9% | $504-98.9% |