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: COMMONWEALTH EQUITY SERVICES LLC Service code 27 29 SAWYER RD · WALTHAM, ME 02453 | Advisory (Plan) | $17,799 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $9,909 |
AMERICAS 401K, INC.3 years Filed as: AMERICAS 401K INC Service code 13 | Contract Administrator | $3,222 |
AMERICAS 401K, INC.3 years Filed as: AMERICAS 401(K), INC. Service code 13 · EIN 75-2261114 | Contract Administrator | $3,035 |
DEFINITI LLC1 year Service code 13 | Contract Administrator | $338 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,141 | $99,957-59.8% | $149,696-73.2% | $73,488-45.4% |
| Participation rate | 85.8% | 75.7%+10.1pp | 82.5%+3.4pp | 70.7%+15.2pp |
| Annual return | 14.90% | 53.87%-39.0pp | 276.60%-261.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,639 | $6,073-7.1% | $6,842-17.6% | $3,740+50.8% |
| Admin fee / account holder | $270 | $551-51.0% | $9,309-97.1% | $513-47.4% |