See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $22,467 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,655 | $46,173+1.0% | $170,442-72.6% | $69,631-33.0% |
| Participation rate | 80.3% | 63.9%+16.4pp | 83.6%-3.3pp | 70.7%+9.6pp |
| Annual return | 16.74% | 21.62%-4.9pp | 205.93%-189.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $2,083 | $1,610+29.4% | $5,433-61.7% | $2,032+2.5% |
| Participant deferral / active EE | $2,960 | $2,080+42.3% | $4,939-40.1% | $3,224-8.2% |
| Admin fee / account holder | $101 | $116-12.9% | $13,880-99.3% | $110-8.5% |