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 INC3 years Filed as: BRADLEY O HARDY Service code 27 · EIN 27-3807274 | Advisory (Plan) | $6,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,363 | $27,641-11.9% | $61,373-60.3% | $68,494-64.4% |
| Participation rate | 42.9% | 39.5%+3.4pp | 52.6%-9.7pp | 67.9%-25.0pp |
| Annual return | -29.16% | -13.24%-15.9pp | 338.61%-367.8pp | -7.84%-21.3pp |
| Employer contribution / active EE | $887 | $695+27.6% | $1,159-23.5% | $2,596-65.8% |
| Participant deferral / active EE | $1,599 | $1,263+26.6% | $2,125-24.8% | $4,027-60.3% |
| Admin fee / account holder | $155 | $2,010-92.3% | $2,130-92.7% | $5,403-97.1% |