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 26 · EIN 04-3527574 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $32,801 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $15,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,694 | $122,239+11.8% | $184,200-25.8% | $74,546+83.4% |
| Participation rate | 94.5% | 85.5%+9.1pp | 86.8%+7.7pp | 67.2%+27.3pp |
| Annual return | 21.86% | 19.95%+1.9pp | 28.80%-6.9pp | 1366.03%-1344.2pp |
| Employer contribution / active EE | $10,200 | $4,537+124.8% | $6,424+58.8% | $2,624+288.7% |
| Participant deferral / active EE | $19,774 | $7,139+177.0% | $9,132+116.5% | $4,347+354.9% |
| Admin fee / account holder | $207 | $1,260-83.6% | $13,907-98.5% | $1,944-89.3% |