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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $23,512 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 245 SUMMER STREET · BOSTON, MA 02210 | Advisory (Plan) | $56 |
AB FUNDS2 years Filed as: ALLIANCE BERNSTIEN Service code 60 | Sub-TA Fees | $0 |
AMERICAN FUNDS2 years Service code 60 | Sub-TA Fees | $0 |
AMERICAN FUNDS2 years Filed as: AMG FUNDS Service code 60 | Sub-TA Fees | $0 |
ARIEL INVESTMENTS, LLC2 years Filed as: ARIEL INVESTMENTS Service code 60 | Sub-TA Fees | $0 |
DELAWARE INVESTMENTS2 years Filed as: DELAWARE FUNDS BY MACQUARIE Service code 60 | Sub-TA Fees | $0 |
Service code 60 | Sub-TA Fees | $0 |
FIRST EAGLE2 years Service code 60 | Sub-TA Fees | $0 |
FROST BANK2 years Filed as: FROST FUNDS Service code 60 | Sub-TA Fees | $0 |
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 | $159,698 | $89,652+78.1% | $141,162+13.1% | $65,185+145.0% |
| Participation rate | 81.9% | 74.7%+7.2pp | 82.5%-0.6pp | 70.2%+11.7pp |
| Annual return | 26.69% | 32.79%-6.1pp | 71.39%-44.7pp | 29.38%-2.7pp |
| Employer contribution / active EE | $1,843 | $3,065-39.9% | $4,735-61.1% | $2,177-15.3% |
| Participant deferral / active EE | $10,178 | $5,691+78.8% | $6,709+51.7% | $3,514+189.7% |
| Admin fee / account holder | $192 | $569-66.3% | $10,261-98.1% | $847-77.4% |