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 | $25,198 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $16,356 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $88,969 | $81,474+9.2% | $133,956-33.6% | $73,488+21.1% |
| Participation rate | 98.2% | 76.4%+21.8pp | 79.8%+18.4pp | 70.7%+27.5pp |
| Annual return | 13.31% | 19.40%-6.1pp | 45.09%-31.8pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,996 | $2,209-9.6% | $3,919-49.1% | $2,270-12.1% |
| Participant deferral / active EE | $4,048 | $3,786+6.9% | $5,048-19.8% | $3,740+8.3% |
| Admin fee / account holder | $301 | $713-57.8% | $8,927-96.6% | $513-41.3% |