See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BRODERICK, MICHAEL F.8 years Service code 49 201 JONES RD STE 620 · WALTHAM, MA 024511614 | Other Services | $16,181 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,884 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,757 | $86,944+82.6% | $107,525+47.6% | $74,304+113.7% |
| Participation rate | 95.5% | 59.6%+35.9pp | 75.1%+20.4pp | 60.3%+35.1pp |
| Annual return | 13.85% | 23.52%-9.7pp | 181.32%-167.5pp | 29.43%-15.6pp |
| Employer contribution / active EE | $2,725 | $2,757-1.1% | $3,754-27.4% | $2,241+21.6% |
| Participant deferral / active EE | $6,329 | $3,554+78.1% | $5,116+23.7% | $3,767+68.0% |
| Admin fee / account holder | $22 | $3,727-99.4% | $8,919-99.8% | $2,969-99.3% |