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 Service code 99 29 SAWYER RD SUITE 2 · WALTHAM, MA 02453 | Other Fees | $54,385 |
Filed as: BENEFIT PLANS, INC. Service code 49 | Other Services | $12,506 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $3,019 |
BENEFIT PLANS ADMIN SERVICES, INC.11+ years Filed as: BENEFIT PLANS INC Service code 49 16924 FRANCES STREET SUITE 100 · OMAHA, NE 68130 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,306 | $56,047+13.0% | $98,716-35.9% | $79,634-20.5% |
| Participation rate | 69.7% | 54.6%+15.0pp | 69.3%+0.4pp | 62.5%+7.2pp |
| Annual return | 15.38% | 17.58%-2.2pp | 31.81%-16.4pp | 36.46%-21.1pp |
| Employer contribution / active EE | $738 | $1,237-40.3% | $2,279-67.6% | $2,529-70.8% |
| Participant deferral / active EE | $4,771 | $2,469+93.2% | $4,048+17.9% | $3,835+24.4% |
| Admin fee / account holder | $125 | $1,512-91.7% | $8,703-98.6% | $1,002-87.5% |