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 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Recordkeeping | $30,826 |
PAYCHEX, INC.8+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,001 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,099 | $86,655+1.7% | $119,609-26.3% | $66,914+31.7% |
| Participation rate | 96.0% | 75.6%+20.4pp | 79.3%+16.7pp | 69.8%+26.2pp |
| Annual return | -14.51% | -8.00%-6.5pp | -14.97%+0.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,064 | $2,536-18.6% | $4,232-51.2% | $2,544-18.9% |
| Participant deferral / active EE | $4,484 | $4,358+2.9% | $5,602-20.0% | $4,237+5.8% |
| Admin fee / account holder | $274 | $755-63.8% | $10,323-97.4% | $593-53.9% |