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 6-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 SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Plan) | $42,476 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $20,719 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,863 | $37,196-60.0% | $154,107-90.4% | $55,725-73.3% |
| Participation rate | 71.6% | 64.1%+7.5pp | 83.0%-11.4pp | 70.9%+0.8pp |
| Annual return | -4.22% | 1319.68%-1323.9pp | 735.12%-739.3pp | 244.93%-249.1pp |
| Employer contribution / active EE | $987 | $1,614-38.9% | $5,298-81.4% | $2,078-52.5% |
| Participant deferral / active EE | $1,169 | $2,068-43.5% | $5,081-77.0% | $3,356-65.2% |
| Admin fee / account holder | $129 | $102+26.7% | $13,411-99.0% | $115+11.7% |