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 37 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02210 | Loan Processing | $27,422 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,632 | $132,049+92.8% | $200,582+26.9% | $74,304+242.7% |
| Participation rate | 92.1% | 84.1%+8.0pp | 86.9%+5.2pp | 60.3%+31.7pp |
| Annual return | 17.99% | 22.22%-4.2pp | 42.33%-24.3pp | 29.43%-11.4pp |
| Employer contribution / active EE | $18,117 | $4,558+297.5% | $6,419+182.2% | $2,241+708.3% |
| Participant deferral / active EE | $23,444 | $7,213+225.0% | $9,331+151.2% | $3,767+522.3% |
| Admin fee / account holder | $164 | $2,405-93.2% | $16,305-99.0% | $2,969-94.5% |