Filed March 27, 2019
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 |
|---|---|---|
CABOT LODGE SECURITIES LLC9+ years Service code 55 1100 BOULDERS PKWY STE 501 · NORTH CHESTERFIELD, VA 23225 | Other Commissions | $70,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,338 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,147 | $47,126+10.7% | $149,673-65.2% | $74,419-29.9% |
| Participation rate | 96.9% | 63.4%+33.5pp | 78.8%+18.1pp | 70.7%+26.2pp |
| Annual return | 18.55% | 22.75%-4.2pp | 134.42%-115.9pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,485 | $1,905+30.4% | $4,818-48.4% | $2,637-5.8% |
| Participant deferral / active EE | $6,276 | $2,728+130.1% | $5,680+10.5% | $4,528+38.6% |
| Admin fee / account holder | $7 | $343-98.0% | $13,210-99.9% | $348-98.1% |