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 | $8,570 |
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 COMPANY4 years Filed as: WELLINGTON TRUST CO., NA Service code 19 280 CONGRESS STREET · BOSTON, MA 02210 | Securities Custodian | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,943 | $62,603-33.0% | $104,294-59.8% | $66,914-37.3% |
| Participation rate | 92.1% | 59.6%+32.5pp | 73.3%+18.8pp | 69.8%+22.3pp |
| Annual return | -12.46% | -14.70%+2.2pp | 24.61%-37.1pp | 1.58%-14.0pp |
| Employer contribution / active EE | $2,198 | $1,972+11.5% | $3,372-34.8% | $2,544-13.6% |
| Participant deferral / active EE | $4,748 | $2,853+66.5% | $4,625+2.7% | $4,237+12.1% |
| Admin fee / account holder | $54 | $656-91.8% | $7,339-99.3% | $593-90.9% |