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 | $24,066 |
Service code 13 · EIN 41-0955056 7365 KIRKWOOD COURT N, SUITE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $19,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,491 | $49,915-18.9% | $154,803-73.8% | $74,304-45.5% |
| Participation rate | 92.8% | 54.0%+38.9pp | 78.1%+14.8pp | 60.3%+32.5pp |
| Annual return | 16.84% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,215 | $1,611+37.5% | $4,305-48.6% | $2,241-1.2% |
| Participant deferral / active EE | $3,821 | $2,255+69.5% | $5,540-31.0% | $3,767+1.4% |
| Admin fee / account holder | $216 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |