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 |
|---|---|---|
BRADLEY FOSTER & SARGENT INC1+ years Filed as: BRADLEY, FOSTER & SARGENT, INC. Service code 27 · EIN 06-1380515 | Advisory (Plan) | $36,843 |
CMC ADVISORS, INC.1+ years Filed as: CMC ADVISORS INC. Service code 27 · EIN 13-4187117 | Advisory (Plan) | $18,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,134 | $60,349+82.5% | $74,183+48.5% | $62,891+75.1% |
| Participation rate | 97.5% | 72.7%+24.8pp | 76.6%+20.9pp | 69.3%+28.2pp |
| Annual return | 7.20% | 21.37%-14.2pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $6,096 | $1,680+262.8% | $2,370+157.2% | $2,281+167.2% |
| Participant deferral / active EE | $5,518 | $2,856+93.2% | $3,550+55.4% | $3,203+72.3% |
| Admin fee / account holder | $478 | $4,261-88.8% | $5,586-91.4% | $4,296-88.9% |