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 RD · WALTHAM, MA 024533467 | Advisory (Plan) | $10,823 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $8,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,672 | $93,182-45.6% | $146,665-65.5% | $79,386-36.2% |
| Participation rate | 91.6% | 76.4%+15.2pp | 80.1%+11.5pp | 70.7%+20.9pp |
| Annual return | 18.33% | 21.61%-3.3pp | 22.74%-4.4pp | 116.85%-98.5pp |
| Employer contribution / active EE | $1,766 | $2,420-27.0% | $4,136-57.3% | $2,427-27.2% |
| Participant deferral / active EE | $3,120 | $4,169-25.2% | $5,506-43.3% | $4,046-22.9% |
| Admin fee / account holder | $124 | $585-78.8% | $10,280-98.8% | $626-80.2% |