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 |
|---|---|---|
WELLS THOMAS, LLC1+ years Service code 13 568 EAST MAIN STREET · BRANFORD, CT 06405 | Contract Administrator | $580 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,825 | $50,464+56.2% | $75,781+4.0% | $52,331+50.6% |
| Participation rate | 89.2% | 66.8%+22.5pp | 75.8%+13.4pp | 68.1%+21.1pp |
| Annual return | 29.68% | 1.03%+28.7pp | 9.68%+20.0pp | 4.54%+25.1pp |
| Employer contribution / active EE | $16,855 | $1,988+747.7% | $3,323+407.2% | $1,882+795.7% |
| Participant deferral / active EE | $831 | $2,570-67.7% | $3,651-77.3% | $3,022-72.5% |
| Admin fee / account holder | $7 | $1,103-99.4% | $5,299-99.9% | $592-98.8% |