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 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $45,024 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,866 | $84,487+86.9% | $125,339+26.0% | $66,914+135.9% |
| Participation rate | 73.0% | 76.4%-3.5pp | 82.4%-9.4pp | 69.8%+3.1pp |
| Annual return | -14.96% | -8.39%-6.6pp | 572.05%-587.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,685 | $3,553-52.6% | $4,814-65.0% | $2,544-33.8% |
| Participant deferral / active EE | $7,967 | $6,781+17.5% | $7,446+7.0% | $4,237+88.0% |
| Admin fee / account holder | $377 | $685-44.9% | $10,010-96.2% | $593-36.4% |