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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 33 29 SAWYER ROAD · WALTHAM, MA 02453 | Securities brokerage; Other fees | $30,235 |
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,580 |
SUMMIT FINANCIAL CORPORATION5+ years Service code 13 · EIN 04-3222046 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $20,315 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $176,564 | $121,098+45.8% | $125,175+41.1% | - |
| Participation rate | 92.9% | 74.4%+18.6pp | 79.8%+13.1pp | - |
| Annual return | 22.77% | 15.50%+7.3pp | 43.79%-21.0pp | - |
| Employer contribution / active EE | $827 | $1,930-57.2% | $3,865-78.6% | - |
| Participant deferral / active EE | $8,835 | $3,481+153.8% | $4,937+79.0% | - |
| Admin fee / account holder | $691 | $16,883-95.9% | $9,702-92.9% | - |