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 | $3,564 |
Service code 19 PO BOX 219503 · 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 |
Annual investment return 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 | $81,410 | $70,587+15.3% | $124,672-34.7% | $85,850-5.2% |
| Participation rate | 77.3% | 64.4%+12.9pp | 74.6%+2.7pp | 69.3%+8.0pp |
| Annual return | 10.35% | 20688.83%-20678.5pp | 5142.93%-5132.6pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,702 | $1,913+41.2% | $3,324-18.7% | $2,565+5.3% |
| Participant deferral / active EE | $5,463 | $2,969+84.0% | $4,614+18.4% | $3,952+38.2% |
| Admin fee / account holder | $141 | $5,282-97.3% | $7,493-98.1% | $6,260-97.7% |