See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $32,198 |
PAYCHEX, INC.10+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $6,636 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,296 | $101,724-4.4% | $164,813-41.0% | $80,856+20.3% |
| Participation rate | 97.9% | 71.8%+26.1pp | 78.6%+19.3pp | 67.6%+30.3pp |
| Annual return | 14.59% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,055 | $2,953-30.4% | $4,341-52.7% | $2,755-25.4% |
| Participant deferral / active EE | $4,943 | $4,477+10.4% | $6,031-18.1% | $4,296+15.1% |
| Admin fee / account holder | $285 | $8,227-96.5% | $12,690-97.8% | $6,918-95.9% |