See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Other Fees | $6,387 |
MGKS7 years Service code 15 · EIN 86-1001235 7600 N. 16TH ST, STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $6,150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,992 | $55,415-56.7% | $155,509-84.6% | $74,495-67.8% |
| Participation rate | 81.3% | 61.9%+19.4pp | 78.2%+3.2pp | 67.2%+14.1pp |
| Annual return | 12.67% | 268.50%-255.8pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,565 | $2,267-31.0% | $4,672-66.5% | $2,623-40.3% |
| Participant deferral / active EE | $3,969 | $2,836+40.0% | $5,626-29.5% | $4,346-8.7% |
| Admin fee / account holder | $101 | $1,738-94.2% | $15,912-99.4% | $1,942-94.8% |