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: ING INSTITUTIONAL PLAN SERVICES Service code 15 30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Recordkeeping | $164,615 |
Annual investment return 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 | $215,160 | $85,635+151.3% | $123,892+73.7% | $63,975+236.3% |
| Participation rate | 94.5% | 74.9%+19.6pp | 81.4%+13.1pp | 71.1%+23.4pp |
| Annual return | 6.39% | 15.74%-9.3pp | 47.52%-41.1pp | 48.65%-42.3pp |
| Employer contribution / active EE | $9,342 | $3,076+203.7% | $4,617+102.3% | $2,182+328.2% |
| Participant deferral / active EE | $12,378 | $5,667+118.4% | $5,984+106.9% | $3,356+268.8% |
| Admin fee / account holder | $72 | $75-3.8% | $8,357-99.1% | $70+2.3% |