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 |
|---|---|---|
DONEGAL SECURITIES INC1+ years Service code 27 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Advisory (Plan) | $10,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,770 | $57,096+23.9% | $94,224-24.9% | $55,191+28.2% |
| Participation rate | 93.2% | 75.7%+17.5pp | 78.8%+14.4pp | 69.2%+24.0pp |
| Annual return | -1.56% | 159.65%-161.2pp | 10.68%-12.2pp | 10.78%-12.3pp |
| Employer contribution / active EE | $663 | $1,708-61.2% | $3,587-81.5% | $1,899-65.1% |
| Participant deferral / active EE | $6,078 | $3,165+92.0% | $4,320+40.7% | $3,046+99.5% |
| Admin fee / account holder | $42 | $89-53.4% | $6,269-99.3% | $91-54.2% |