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) | $22,847 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $572 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $127,562 | $70,908+79.9% | $98,907+29.0% | $73,488+73.6% |
| Participation rate | 36.0% | 73.8%-37.8pp | 76.0%-40.0pp | 70.7%-34.7pp |
| Annual return | 13.16% | 34.17%-21.0pp | 196.43%-183.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,718 | $2,036-15.6% | $2,689-36.1% | $2,270-24.3% |
| Participant deferral / active EE | $3,901 | $3,500+11.5% | $4,244-8.1% | $3,740+4.3% |
| Admin fee / account holder | $577 | $535+7.9% | $6,642-91.3% | $513+12.5% |