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) | $44,577 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,891 | $91,407+66.2% | $135,903+11.8% | $71,457+112.6% |
| Participation rate | 73.8% | 75.7%-1.8pp | 81.9%-8.1pp | 67.9%+5.9pp |
| Annual return | 15.24% | 29.90%-14.7pp | 68.23%-53.0pp | 28.85%-13.6pp |
| Employer contribution / active EE | $2,341 | $3,703-36.8% | $4,856-51.8% | $2,588-9.5% |
| Participant deferral / active EE | $7,945 | $7,092+12.0% | $7,758+2.4% | $4,289+85.3% |
| Admin fee / account holder | $352 | $1,266-72.2% | $10,762-96.7% | $1,587-77.8% |