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) | $48,509 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,960 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,252 | $79,184-53.0% | $102,438-63.6% | $74,546-50.0% |
| Participation rate | 95.9% | 74.8%+21.2pp | 76.5%+19.4pp | 67.2%+28.7pp |
| Annual return | 12.45% | 54.95%-42.5pp | 29.37%-16.9pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,344 | $2,362-43.1% | $3,024-55.6% | $2,624-48.8% |
| Participant deferral / active EE | $3,016 | $4,414-31.7% | $5,054-40.3% | $4,347-30.6% |
| Admin fee / account holder | $131 | $2,001-93.5% | $9,448-98.6% | $1,944-93.3% |