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 26 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $45,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,995 | $104,475+17.7% | $159,436-22.9% | $79,386+54.9% |
| Participation rate | 60.7% | 76.6%-15.9pp | 82.8%-22.1pp | 70.7%-10.0pp |
| Annual return | 13.84% | 67.95%-54.1pp | 263.57%-249.7pp | 116.85%-103.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,753 | $6,467+4.4% | $7,352-8.2% | $4,046+66.9% |
| Admin fee / account holder | $531 | $711-25.4% | $10,799-95.1% | $626-15.3% |