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 |
|---|---|---|
BRADLEY FOSTER & SARGENT INC2 years Filed as: BRADLEY O. HARDY Service code 27 · EIN 27-3807274 | Advisory (Plan) | $4,306 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,708 |
AT RETIREMENT SERVICES, LLC3+ years Filed as: H & H RETIREMENT SERVICES Service code 15 · EIN 27-3807274 | Recordkeeping | $600 |
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 | $14,846 | $28,109-47.2% | $71,086-79.1% | $56,287-73.6% |
| Participation rate | 92.4% | 40.4%+52.0pp | 54.7%+37.7pp | 69.9%+22.5pp |
| Annual return | -7.02% | -615.05%+608.0pp | 650.59%-657.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $777 | $558+39.3% | $1,088-28.6% | $2,111-63.2% |
| Participant deferral / active EE | $1,252 | $1,116+12.2% | $1,874-33.2% | $3,350-62.6% |
| Admin fee / account holder | $89 | $585-84.8% | $3,082-97.1% | $521-83.0% |