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 | $3,460 |
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 02110 | Securities Custodian | $0 |
Employer contribution per participant 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 | $70,294 | $65,862+6.7% | $124,672-43.6% | $79,386-11.5% |
| Participation rate | 71.2% | 62.2%+9.0pp | 74.6%-3.4pp | 70.7%+0.5pp |
| Annual return | 15.97% | 19.02%-3.0pp | 5142.93%-5127.0pp | 116.85%-100.9pp |
| Employer contribution / active EE | $16 | $1,883-99.2% | $3,324-99.5% | $2,427-99.3% |
| Participant deferral / active EE | $2,860 | $2,772+3.2% | $4,614-38.0% | $4,046-29.3% |
| Admin fee / account holder | $87 | $673-87.0% | $7,493-98.8% | $626-86.0% |