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 TRUST3 years Filed as: SALEM FIVE WEALTH MANAGEMENT & TRUS Service code 27 210 ESSEX STREET · SALEM, MA 01970 | Advisory (Plan) | $21,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,099 | $168,082+45.2% | $150,045+62.7% | - |
| Participation rate | 99.6% | 71.4%+28.2pp | 82.3%+17.3pp | - |
| Annual return | -2.36% | 24.81%-27.2pp | 62.55%-64.9pp | - |
| Employer contribution / active EE | $26,230 | $3,603+628.0% | $4,693+458.9% | - |
| Participant deferral / active EE | $0 | $7,053-100.0% | $7,997-100.0% | - |
| Admin fee / account holder | $56 | $7,866-99.3% | $13,435-99.6% | - |