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 01-0233346 | Recordkeeping | $1,786 |
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,922 | $102,382-81.5% | $147,005-87.1% | $80,874-76.6% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 15.92% | 134.89%-119.0pp | 418.76%-402.8pp | 35.62%-19.7pp |
| Employer contribution / active EE | $2,996 | $3,715-19.4% | $4,934-39.3% | $2,756+8.7% |
| Participant deferral / active EE | $6,338 | $6,646-4.6% | $8,070-21.5% | $4,297+47.5% |
| Admin fee / account holder | $167 | $7,942-97.9% | $13,006-98.7% | $6,935-97.6% |