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 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $21,968 |
Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $8,275 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,151 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,142 | $59,417+33.2% | $93,606-15.5% | $74,495+6.2% |
| Participation rate | 93.5% | 59.7%+33.9pp | 68.7%+24.8pp | 67.2%+26.3pp |
| Annual return | 16.39% | 81.83%-65.4pp | 133.20%-116.8pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,699 | $1,264+271.9% | $2,420+94.2% | $2,623+79.1% |
| Participant deferral / active EE | $4,115 | $3,050+34.9% | $4,411-6.7% | $4,346-5.3% |
| Admin fee / account holder | $253 | $3,021-91.6% | $8,285-96.9% | $1,942-87.0% |