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 | $9,880 |
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 COMPANY5 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 | $47,968 | $57,651-16.8% | $112,229-57.3% | $71,457-32.9% |
| Participation rate | 91.2% | 58.9%+32.3pp | 72.4%+18.8pp | 67.9%+23.3pp |
| Annual return | 14.92% | 18.32%-3.4pp | 30.20%-15.3pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,602 | $1,913+36.0% | $3,430-24.2% | $2,588+0.5% |
| Participant deferral / active EE | $5,881 | $2,863+105.4% | $4,798+22.6% | $4,289+37.1% |
| Admin fee / account holder | $65 | $1,581-95.9% | $7,748-99.2% | $1,587-95.9% |