Filed August 30, 2022
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 DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $14,202 |
THE VANGUARD GROUP, INC.1 year Service code 37 · EIN 23-1945930 | Loan Processing | $1,022 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $854 |
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 | $56,508 | $59,186-4.5% | $76,768-26.4% | $56,287+0.4% |
| Participation rate | 90.3% | 75.2%+15.1pp | 77.0%+13.3pp | 69.9%+20.4pp |
| Annual return | -5.64% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,132 | $1,759-35.6% | $2,485-54.5% | $2,111-46.4% |
| Participant deferral / active EE | $4,706 | $3,255+44.6% | $3,852+22.2% | $3,350+40.5% |
| Admin fee / account holder | $142 | $489-71.0% | $6,675-97.9% | $521-72.8% |