See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,105 | $71,883-19.2% | $86,677-33.0% | $68,494-15.2% |
| Participation rate | 72.4% | 72.2%+0.2pp | 76.6%-4.1pp | 67.9%+4.6pp |
| Annual return | -14.82% | 3.52%-18.3pp | 35.91%-50.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,232 | $2,173+2.7% | $2,836-21.3% | $2,596-14.0% |
| Participant deferral / active EE | $3,724 | $3,779-1.5% | $4,656-20.0% | $4,027-7.5% |
| Admin fee / account holder | $505 | $6,112-91.7% | $7,493-93.3% | $5,403-90.6% |