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 02453 | Advisory (Plan) | $17,823 |
THE VANGUARD GROUP, INC.3 years Service code 13 · EIN 23-1945930 | Contract Administrator | $10,985 |
Service code 15 · EIN 81-3989034 101 BRADFORD RD · WEXFORD, PA 15090 | Recordkeeping | $2,600 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,685 | $55,415-32.0% | $155,509-75.8% | $74,495-49.4% |
| Participation rate | 36.4% | 61.9%-25.5pp | 78.2%-41.8pp | 67.2%-30.8pp |
| Annual return | 13.83% | 268.50%-254.7pp | 64.67%-50.8pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $496 | $2,267-78.1% | $4,672-89.4% | $2,623-81.1% |
| Participant deferral / active EE | $1,545 | $2,836-45.5% | $5,626-72.5% | $4,346-64.4% |
| Admin fee / account holder | $275 | $1,738-84.2% | $15,912-98.3% | $1,942-85.8% |