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 9-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 |
|---|---|---|
MOSSE & MOSSE ASSOCIATES1 year Service code 27 50 SALEM STREET BLDG B · LYNNFIELD, MA 01940 | Advisory (Plan) | $31,202 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES LLC Service code 10 PO BOX 507 · PORTLAND, ME 041120507 | Accounting | $10,000 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,703 | $65,223-31.5% | $80,019-44.1% | $55,725-19.8% |
| Participation rate | 42.8% | 80.6%-37.7pp | 75.8%-33.0pp | 70.9%-28.0pp |
| Annual return | -7.51% | 7.59%-15.1pp | 11.22%-18.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $416 | $2,544-83.6% | $2,468-83.1% | $2,078-80.0% |
| Participant deferral / active EE | $1,411 | $3,881-63.6% | $3,686-61.7% | $3,356-58.0% |
| Admin fee / account holder | $74 | $114-35.5% | $6,521-98.9% | $115-36.0% |