See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 13 · EIN 04-2484178 | Contract Administrator | $0 |
JOSEPH W. MCCARTHY & ASSOCIATES2+ years Filed as: JOSEPH W HAYES Service code 53 PO BOX 815 · MIDDLETON, MA 01949 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
TERRANCE P MCMAHON2+ years Service code 53 43 CONSTITUTION DR SUITE 201 · BEDFORD, NH 03110 | Insurance Commissions | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-6751924 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $73,109 | $225,135-67.5% | $123,892-41.0% | - |
| Participation rate | 73.7% | 69.5%+4.2pp | 81.4%-7.7pp | - |
| Annual return | 6.14% | 8.01%-1.9pp | 47.52%-41.4pp | - |
| Employer contribution / active EE | $2,901 | $2,580+12.5% | $4,617-37.2% | - |
| Participant deferral / active EE | $7,880 | $4,315+82.6% | $5,984+31.7% | - |
| Admin fee / account holder | $20 | $19,833-99.9% | $8,357-99.8% | - |