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 27 29 SAWYER RD · WALTHAM, MA 024533467 | Advisory (Plan) | $59,602 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $35,076 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,320 | $89,436+3.2% | $164,813-44.0% | $77,643+18.9% |
| Participation rate | 89.7% | 78.6%+11.1pp | 78.6%+11.1pp | 70.6%+19.2pp |
| Annual return | 21.43% | 28.83%-7.4pp | 69.93%-48.5pp | 31.24%-9.8pp |
| Employer contribution / active EE | $2,482 | $2,569-3.4% | $4,341-42.8% | $2,726-8.9% |
| Participant deferral / active EE | $4,678 | $4,897-4.5% | $6,031-22.4% | $4,647+0.7% |
| Admin fee / account holder | $289 | $339-15.0% | $12,690-97.7% | $430-32.9% |