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 | $5,252 |
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 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 | $75,114 | $56,357+33.3% | $104,294-28.0% | $68,494+9.7% |
| Participation rate | 72.4% | 63.3%+9.2pp | 73.3%-0.8pp | 67.9%+4.5pp |
| Annual return | -11.73% | -9.19%-2.5pp | 24.61%-36.3pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,639 | $1,960+34.6% | $3,372-21.7% | $2,596+1.6% |
| Participant deferral / active EE | $7,511 | $3,077+144.1% | $4,625+62.4% | $4,027+86.5% |
| Admin fee / account holder | $156 | $4,903-96.8% | $7,339-97.9% | $5,403-97.1% |