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 | $143,320 |
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 | $243,303 | $96,458+152.2% | $136,294+78.5% | $77,958+212.1% |
| Participation rate | 97.7% | 75.4%+22.3pp | 81.9%+15.8pp | 71.6%+26.1pp |
| Annual return | 16.18% | 23.78%-7.6pp | 5155.94%-5139.8pp | 20.87%-4.7pp |
| Employer contribution / active EE | $9,951 | $3,144+216.5% | $4,695+111.9% | $2,310+330.7% |
| Participant deferral / active EE | $12,868 | $5,902+118.0% | $6,247+106.0% | $3,537+263.9% |
| Admin fee / account holder | $61 | $80-24.1% | $9,243-99.3% | $97-37.3% |