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: KESTRA ADVISORY SERVICES, LLC Service code 27 141 LONGWATER DRIVE STE 101 · NORWELL, MA 02061 | Advisory (Plan) | $15,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,752 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 10 1330 BOYLSTON STREET · CHESTNUT HILL, MA 02467 | Accounting | $10,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,163 |
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 | $65,195 | $44,734+45.7% | $99,443-34.4% | $67,579-3.5% |
| Participation rate | 94.2% | 66.2%+28.0pp | 73.8%+20.4pp | 71.3%+22.9pp |
| Annual return | 26.70% | 32.45%-5.7pp | 30.72%-4.0pp | 378.56%-351.9pp |
| Employer contribution / active EE | $1,391 | $1,261+10.3% | $2,540-45.2% | $2,148-35.3% |
| Participant deferral / active EE | $4,875 | $2,731+78.5% | $3,619+34.7% | $3,539+37.8% |
| Admin fee / account holder | $117 | $120-2.5% | $6,250-98.1% | $142-18.1% |