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 5-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 15 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Recordkeeping | $11,227 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,942 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,384 | $82,664-46.3% | $125,339-64.6% | $68,494-35.2% |
| Participation rate | 78.1% | 75.0%+3.1pp | 82.4%-4.2pp | 67.9%+10.2pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $869 | $3,381-74.3% | $4,814-81.9% | $2,596-66.5% |
| Participant deferral / active EE | $5,195 | $6,110-15.0% | $7,446-30.2% | $4,027+29.0% |
| Admin fee / account holder | $206 | $6,275-96.7% | $10,010-97.9% | $5,403-96.2% |