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 |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES INC. Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $44,734 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $7,239 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,542 | $185,342-70.0% | $111,297-50.1% | $86,799-36.0% |
| Participation rate | 94.0% | 81.0%+13.0pp | 77.3%+16.6pp | 72.3%+21.7pp |
| Annual return | 14.82% | 500.80%-486.0pp | 54.65%-39.8pp | 97.91%-83.1pp |
| Employer contribution / active EE | $684 | $2,246-69.5% | $2,731-74.9% | $2,405-71.6% |
| Participant deferral / active EE | $5,660 | $4,458+26.9% | $4,487+26.1% | $4,131+37.0% |
| Admin fee / account holder | $31 | $255-87.7% | $7,964-99.6% | $170-81.4% |