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: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $9,326 |
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 | $53,439 | $65,118-17.9% | $76,768-30.4% | $55,725-4.1% |
| Participation rate | 94.6% | 79.6%+15.0pp | 77.0%+17.7pp | 70.9%+23.8pp |
| Annual return | -5.01% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,830 | $1,941-5.7% | $2,485-26.3% | $2,078-11.9% |
| Participant deferral / active EE | $4,537 | $3,688+23.0% | $3,852+17.8% | $3,356+35.2% |
| Admin fee / account holder | $7 | $116-94.1% | $6,675-99.9% | $115-94.0% |