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 | $11,390 |
Service code 10 1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876 | Accounting | $8,266 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $550 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,869 | $63,299-19.6% | $91,001-44.1% | $62,292-18.3% |
| Participation rate | 83.2% | 73.3%+9.9pp | 75.6%+7.6pp | 69.5%+13.7pp |
| Annual return | 14.06% | 20.99%-6.9pp | 4.60%+9.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $201 | $1,807-88.9% | $2,456-91.8% | $2,042-90.2% |
| Participant deferral / active EE | $3,824 | $2,943+29.9% | $3,547+7.8% | $3,169+20.7% |
| Admin fee / account holder | $86 | $468-81.5% | $5,417-98.4% | $479-82.0% |