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 27 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Plan) | $12,727 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,507 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,125 | $52,953-43.1% | $172,739-82.6% | $65,185-53.8% |
| Participation rate | 82.5% | 66.2%+16.4pp | 82.6%-0.1pp | 70.2%+12.3pp |
| Annual return | 13.70% | 30.12%-16.4pp | 802.84%-789.1pp | 29.38%-15.7pp |
| Employer contribution / active EE | $1,765 | $2,190-19.4% | $5,143-65.7% | $2,177-18.9% |
| Participant deferral / active EE | $1,662 | $2,471-32.7% | $5,198-68.0% | $3,514-52.7% |
| Admin fee / account holder | $120 | $472-74.5% | $13,954-99.1% | $847-85.8% |