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 |
|---|---|---|
AEGIS RETIREMENT PARTNERS5 years Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $13,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,955 | $87,870+61.6% | $113,168+25.4% | $74,304+91.0% |
| Participation rate | 96.6% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 16.39% | 26.44%-10.0pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $2,635 | $2,277+15.7% | $2,975-11.4% | $2,241+17.6% |
| Participant deferral / active EE | $8,798 | $4,241+107.4% | $5,107+72.3% | $3,767+133.5% |
| Admin fee / account holder | $26 | $3,368-99.2% | $12,068-99.8% | $2,969-99.1% |