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 |
|---|---|---|
SALEM TRUST1 year Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $5,975 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,058 | $91,407+187.8% | $135,903+93.6% | $71,457+268.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.92% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $25,468 | $3,703+587.7% | $4,856+424.4% | $2,588+884.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $22 | $1,266-98.2% | $10,762-99.8% | $1,587-98.6% |