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 | $29,833 |
PAYCHEX, INC.9+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,536 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,418 | $91,538+4.2% | $129,995-26.6% | $75,163+26.9% |
| Participation rate | 96.7% | 71.4%+25.3pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 15.51% | -631.11%+646.6pp | -137.18%+152.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,907 | $4,341+13.0% | $5,820-15.7% | $4,125+18.9% |
| Admin fee / account holder | $284 | $6,790-95.8% | $10,614-97.3% | $5,651-95.0% |