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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,402 |
Service code 19 PO BOX 219502 · KANSAS CITY, MO 641219502 | Securities Custodian | $0 |
Filed as: MASSACHUSETTS FINANCIAL SERVICES CO Service code 19 · EIN 04-2747644 | Securities Custodian | $0 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
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 | $65,575 | $65,862-0.4% | $124,672-47.4% | $79,386-17.4% |
| Participation rate | 90.7% | 62.2%+28.5pp | 74.6%+16.1pp | 70.7%+20.0pp |
| Annual return | 21.64% | 19.02%+2.6pp | 5142.93%-5121.3pp | 116.85%-95.2pp |
| Employer contribution / active EE | $548 | $1,883-70.9% | $3,324-83.5% | $2,427-77.4% |
| Participant deferral / active EE | $2,861 | $2,772+3.2% | $4,614-38.0% | $4,046-29.3% |
| Admin fee / account holder | $76 | $673-88.7% | $7,493-99.0% | $626-87.9% |