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) | $14,676 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,403 | $58,879-45.0% | $178,490-81.8% | $73,488-55.9% |
| Participation rate | 72.4% | 66.2%+6.1pp | 81.9%-9.6pp | 70.7%+1.7pp |
| Annual return | 4.29% | 24.86%-20.6pp | 151.07%-146.8pp | 28.51%-24.2pp |
| Employer contribution / active EE | $1,594 | $2,236-28.7% | $5,011-68.2% | $2,270-29.8% |
| Participant deferral / active EE | $1,462 | $2,567-43.1% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $122 | $400-69.6% | $13,984-99.1% | $513-76.2% |