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 |
|---|---|---|
TIMESCALE FINANCIAL INC1 year Service code 27 222 ROSEWOOD DRIVE · DANVERS, MA 01923 | Advisory (Plan) | $20,924 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,391 |
AMERICAN FUNDS5 years Filed as: COASTAL CAPITAL GROUP INC Service code 27 222 ROSEWOOD DR · DANVERS, MA 01923 | Advisory (Plan) | $19,278 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,429 | $61,156+57.7% | $185,823-48.1% | $79,386+21.5% |
| Participation rate | 84.8% | 66.6%+18.2pp | 81.7%+3.1pp | 70.7%+14.1pp |
| Annual return | 17.78% | 19.45%-1.7pp | 122.05%-104.3pp | 116.85%-99.1pp |
| Employer contribution / active EE | $1,845 | $2,321-20.5% | $5,167-64.3% | $2,427-24.0% |
| Participant deferral / active EE | $4,358 | $2,789+56.3% | $5,568-21.7% | $4,046+7.7% |
| Admin fee / account holder | $284 | $710-59.9% | $16,237-98.2% | $626-54.6% |