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 Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $29,033 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 13 74 BATTERSON PARK RD · FARMINGTON, CT 060322565 | Contract Administrator | $850 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $450 |
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 | $118,734 | $99,957+18.8% | $149,696-20.7% | $73,488+61.6% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 22.20% | 53.87%-31.7pp | 276.60%-254.4pp | 28.51%-6.3pp |
| Employer contribution / active EE | $3,500 | $3,191+9.7% | $4,644-24.6% | $2,270+54.2% |
| Participant deferral / active EE | $8,756 | $6,073+44.2% | $6,842+28.0% | $3,740+134.2% |
| Admin fee / account holder | $227 | $551-58.8% | $9,309-97.6% | $513-55.8% |