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 SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $26,956 |
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,539 | $72,607+4.0% | $90,749-16.8% | $66,914+12.9% |
| Participation rate | 98.2% | 73.7%+24.6pp | 75.7%+22.6pp | 69.8%+28.4pp |
| Annual return | -13.09% | -12.28%-0.8pp | -12.16%-0.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,883 | $2,369-20.5% | $2,921-35.5% | $2,544-26.0% |
| Participant deferral / active EE | $3,540 | $3,977-11.0% | $4,564-22.4% | $4,237-16.5% |
| Admin fee / account holder | $176 | $707-75.1% | $8,445-97.9% | $593-70.3% |