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 6-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 RD · WALTHAM, MA 02453 | Advisory (Participants) | $21,754 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,476 | $55,415-3.5% | $155,509-65.6% | $74,495-28.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.87% | 268.50%-256.6pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $16,944 | $2,267+647.4% | $4,672+262.6% | $2,623+546.0% |
| Participant deferral / active EE | $2,421 | $2,836-14.6% | $5,626-57.0% | $4,346-44.3% |
| Admin fee / account holder | $183 | $1,738-89.5% | $15,912-98.8% | $1,942-90.6% |