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 INC2+ years Service code 27 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Advisory (Plan) | $10,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,875 |
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 | $75,723 | $107,378-29.5% | $108,579-30.3% | $57,658+31.3% |
| Participation rate | 93.6% | 77.1%+16.5pp | 79.6%+14.0pp | 70.2%+23.4pp |
| Annual return | 7.94% | 12.80%-4.9pp | -51.70%+59.6pp | 5.13%+2.8pp |
| Employer contribution / active EE | $620 | $1,782-65.2% | $3,758-83.5% | $1,974-68.6% |
| Participant deferral / active EE | $6,302 | $3,221+95.7% | $4,311+46.2% | $3,061+105.9% |
| Admin fee / account holder | $41 | $108-61.8% | $7,645-99.5% | $95-56.2% |