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 |
|---|---|---|
REGIS COLLEGE1 year Service code 49 · EIN 04-2104451 235 WELLESLEY ST · WESTON, MA 02493 | Other Services | $48,870 |
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 26 · EIN 84-4826355 265 FRANKLIN ST SUITE 401 · BOSTON, MA 021103183 | Advisory (Participants) | $20,000 |
TIAA2 years Service code 10 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Accounting | $18,528 |
AAFCPAS, INC.1 year Filed as: AAFCPAS Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $10,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,977 | $91,762-8.5% | $67,502+24.4% | $77,643+8.2% |
| Participation rate | 92.0% | 75.9%+16.1pp | 72.9%+19.1pp | 70.6%+21.4pp |
| Annual return | 13.33% | 14.87%-1.5pp | 3512.12%-3498.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,782 | $3,903+22.5% | $4,000+19.5% | $4,647+2.9% |
| Admin fee / account holder | $123 | $176-30.1% | $3,998-96.9% | $430-71.4% |