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 | $4,663 |
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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,377 | $65,862-26.5% | $124,672-61.2% | $79,386-39.1% |
| Participation rate | 87.5% | 62.2%+25.3pp | 74.6%+12.9pp | 70.7%+16.8pp |
| Annual return | 13.66% | 19.02%-5.4pp | 5142.93%-5129.3pp | 116.85%-103.2pp |
| Employer contribution / active EE | $1,614 | $1,883-14.3% | $3,324-51.4% | $2,427-33.5% |
| Participant deferral / active EE | $4,125 | $2,772+48.8% | $4,614-10.6% | $4,046+2.0% |
| Admin fee / account holder | $60 | $673-91.0% | $7,493-99.2% | $626-90.4% |