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 |
|---|---|---|
Service code 60 · EIN 04-2647786 82 DEVONSHIRE ST. · BOSTON, MA 02109 | Sub-TA Fees | $200 |
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 | $134,088 | $88,324+51.8% | $115,037+16.6% | $55,191+142.9% |
| Participation rate | 82.0% | 72.5%+9.5pp | 81.4%+0.6pp | 69.2%+12.8pp |
| Annual return | 1.14% | 6.30%-5.2pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $2,337 | $2,805-16.7% | $4,608-49.3% | $1,899+23.1% |
| Participant deferral / active EE | $7,905 | $5,042+56.8% | $6,026+31.2% | $3,046+159.5% |
| Admin fee / account holder | $16 | $105-84.4% | $8,175-99.8% | $91-81.9% |