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 8-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) | $27,998 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $525 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,015 | $123,793-56.4% | $177,821-69.6% | $79,858-32.4% |
| Participation rate | 86.0% | 84.7%+1.4pp | 87.7%-1.7pp | 69.6%+16.4pp |
| Annual return | 14.60% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $2,216 | $4,095-45.9% | $5,918-62.6% | $2,471-10.3% |
| Participant deferral / active EE | $5,803 | $5,956-2.6% | $7,714-24.8% | $3,740+55.2% |
| Admin fee / account holder | $255 | $7,243-96.5% | $12,427-98.0% | $5,306-95.2% |