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 |
|---|---|---|
Service code 15 · EIN 48-1205033 | Recordkeeping | $13,753 |
Service code 27 29 SAWYER RD · WALTHAM, MA 024533467 | Advisory (Plan) | $10,600 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,297 | $73,638-68.4% | $95,952-75.7% | $73,488-68.3% |
| Participation rate | 89.4% | 76.2%+13.3pp | 77.1%+12.4pp | 70.7%+18.8pp |
| Annual return | 16.27% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $270 | $1,863-85.5% | $2,541-89.4% | $2,270-88.1% |
| Participant deferral / active EE | $1,935 | $3,617-46.5% | $4,167-53.6% | $3,740-48.3% |
| Admin fee / account holder | $92 | $482-80.9% | $6,795-98.6% | $513-82.0% |