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 |
|---|---|---|
Service code 13 10 HEMINGWAY DRIVE · EAST PROVIDENCE, RI 02915 | Contract Administrator | $8,092 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,254 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,164 | $85,766+342.1% | $136,294+178.2% | $70,131+440.7% |
| Participation rate | 91.9% | 74.2%+17.7pp | 81.9%+9.9pp | 69.5%+22.3pp |
| Annual return | 24.81% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $7,492 | $2,966+152.6% | $4,695+59.6% | $2,342+219.8% |
| Participant deferral / active EE | $10,464 | $5,051+107.1% | $6,247+67.5% | $3,332+214.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |