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 29 SAWYER ROAD · WALTHAM, MA 02453 | Recordkeeping | $27,772 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $24,615 |
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 | $62,358 | $45,825+36.1% | $90,645-31.2% | $56,287+10.8% |
| Participation rate | 78.2% | 66.7%+11.5pp | 74.0%+4.2pp | 69.9%+8.4pp |
| Annual return | -6.00% | 38.64%-44.6pp | 1.88%-7.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $5,948 | $1,372+333.5% | $2,532+135.0% | $2,111+181.8% |
| Participant deferral / active EE | $5,296 | $2,562+106.7% | $3,425+54.7% | $3,350+58.1% |
| Admin fee / account holder | $295 | $413-28.6% | $4,994-94.1% | $521-43.4% |