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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.
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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 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $29,975 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,832 | $75,923+5.1% | $102,423-22.1% | - |
| Participation rate | 65.7% | 71.4%-5.7pp | 76.5%-10.8pp | - |
| Annual return | 11.69% | 15.12%-3.4pp | 29.32%-17.6pp | - |
| Employer contribution / active EE | $2,477 | $2,206+12.3% | $3,023-18.1% | - |
| Participant deferral / active EE | $4,121 | $4,258-3.2% | $5,053-18.4% | - |
| Admin fee / account holder | $694 | $11,449-93.9% | $9,451-92.7% | - |