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 Service code 27 29 SAWYER RD. · WALTHAM, MA 024533483 | Advisory (Plan) | $11,317 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERVICES Service code 64 6455 IRVINE CENTER DR. · IRVINE, CA 92618 | Recordkeeping Fees | $4,363 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,015 | $73,867-49.9% | $143,757-74.3% | $68,494-46.0% |
| Participation rate | 48.3% | 66.7%-18.3pp | 80.3%-32.0pp | 67.9%-19.6pp |
| Annual return | -19.44% | 1.01%-20.5pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $753 | $3,184-76.4% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,636 | $3,384-51.7% | $5,637-71.0% | $4,027-59.4% |
| Admin fee / account holder | $251 | $5,755-95.6% | $14,673-98.3% | $5,403-95.4% |