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) | $18,604 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $36,421 | $61,156-40.4% | $185,823-80.4% | $79,386-54.1% |
| Participation rate | 78.8% | 66.6%+12.1pp | 81.7%-2.9pp | 70.7%+8.1pp |
| Annual return | 27.18% | 19.45%+7.7pp | 122.05%-94.9pp | 116.85%-89.7pp |
| Employer contribution / active EE | $1,885 | $2,321-18.8% | $5,167-63.5% | $2,427-22.4% |
| Participant deferral / active EE | $1,593 | $2,789-42.9% | $5,568-71.4% | $4,046-60.6% |
| Admin fee / account holder | $116 | $710-83.7% | $16,237-99.3% | $626-81.5% |