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.7 years Service code 49 201 JONES RD STE 620 · WALTHAM, MA 024511614 | Other Services | $13,927 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,489 | $198,836-24.3% | $103,333+45.6% | - |
| Participation rate | 94.9% | 60.8%+34.1pp | 74.5%+20.4pp | - |
| Annual return | 15.19% | 12.43%+2.8pp | 24.88%-9.7pp | - |
| Employer contribution / active EE | $2,947 | $2,607+13.0% | $3,868-23.8% | - |
| Participant deferral / active EE | $7,024 | $3,407+106.2% | $5,057+38.9% | - |
| Admin fee / account holder | $19 | $10,004-99.8% | $8,355-99.8% | - |