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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,650 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $2,788 |
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 | $89,397 | $59,535+50.2% | $90,160-0.8% | $62,292+43.5% |
| Participation rate | 94.7% | 73.0%+21.7pp | 76.9%+17.9pp | 69.5%+25.2pp |
| Annual return | 16.55% | 23.53%-7.0pp | 34.88%-18.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,546 | $1,826+94.2% | $3,318+6.9% | $2,042+73.6% |
| Participant deferral / active EE | $10,596 | $4,639+128.4% | $5,288+100.4% | $3,169+234.3% |
| Admin fee / account holder | $13 | $337-96.2% | $5,943-99.8% | $479-97.3% |