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 |
|---|---|---|
Filed as: ADVISORY GROUP EQUITY SERVICES Service code 55 444 WASHINGTON ST STE 407 · WOBURN, MA 01801 | Other Commissions | $26,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $869 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,428 | $76,552-1.5% | $123,892-39.1% | $62,891+19.9% |
| Participation rate | 96.5% | 73.0%+23.5pp | 81.4%+15.1pp | 69.3%+27.2pp |
| Annual return | 9.26% | 18.68%-9.4pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $7,636 | $2,883+164.9% | $4,617+65.4% | $2,281+234.8% |
| Participant deferral / active EE | $6,700 | $4,840+38.4% | $5,984+12.0% | $3,203+109.2% |
| Admin fee / account holder | $6 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |