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 16 29 SAWYER ROAD · WALTHAM, MA 024533483 | Consulting | $21,746 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT N, SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $20,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,362 | $55,415-38.0% | $155,509-77.9% | $74,495-53.9% |
| Participation rate | 92.5% | 61.9%+30.6pp | 78.2%+14.3pp | 67.2%+25.3pp |
| Annual return | 14.79% | 268.50%-253.7pp | 64.67%-49.9pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,061 | $2,267-9.1% | $4,672-55.9% | $2,623-21.4% |
| Participant deferral / active EE | $3,612 | $2,836+27.4% | $5,626-35.8% | $4,346-16.9% |
| Admin fee / account holder | $175 | $1,738-89.9% | $15,912-98.9% | $1,942-91.0% |