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 TRUST2 years Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $27,677 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $258,669 | $106,028+144.0% | $146,958+76.0% | $77,643+233.2% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.5pp | 70.6%+29.0pp |
| Annual return | 7.99% | 56.73%-48.7pp | 418.34%-410.3pp | 31.24%-23.2pp |
| Employer contribution / active EE | $24,080 | $4,063+492.7% | $4,933+388.2% | $2,726+783.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $79 | $337-76.5% | $12,998-99.4% | $430-81.5% |