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) | $47,659 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $29,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,587 | $91,372-9.6% | $129,995-36.5% | $74,419+11.0% |
| Participation rate | 84.9% | 77.8%+7.1pp | 78.5%+6.4pp | 70.7%+14.2pp |
| Annual return | 42.73% | 23.21%+19.5pp | -137.18%+179.9pp | 34.38%+8.4pp |
| Employer contribution / active EE | $2,529 | $2,563-1.4% | $4,320-41.5% | $2,637-4.1% |
| Participant deferral / active EE | $4,190 | $4,721-11.2% | $5,820-28.0% | $4,528-7.5% |
| Admin fee / account holder | $242 | $283-14.8% | $10,614-97.7% | $348-30.6% |