See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 · EIN 71-0294708 86 BAKER AVE EXT · CONCORD, MA 01742 | Other Services | $18,295 |
Filed as: CAOMBRIDGE INVESTMENT RESEARCH INC. Service code 99 | Other Fees | $15,268 |
Service code 99 · EIN 42-1445429 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,431 | $55,415-10.8% | $155,509-68.2% | $74,495-33.6% |
| Participation rate | 80.8% | 61.9%+18.9pp | 78.2%+2.6pp | 67.2%+13.6pp |
| Annual return | 27.93% | 268.50%-240.6pp | 64.67%-36.7pp | 1364.94%-1337.0pp |
| Employer contribution / active EE | $4,421 | $2,267+95.0% | $4,672-5.4% | $2,623+68.6% |
| Participant deferral / active EE | $10,163 | $2,836+258.4% | $5,626+80.6% | $4,346+133.9% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |