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 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $44,974 |
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 | $111,828 | $84,487+32.4% | $125,339-10.8% | $66,914+67.1% |
| Participation rate | 60.0% | 76.4%-16.4pp | 82.4%-22.4pp | 69.8%-9.8pp |
| Annual return | -15.13% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,563 | $6,781-3.2% | $7,446-11.9% | $4,237+54.9% |
| Admin fee / account holder | $531 | $685-22.5% | $10,010-94.7% | $593-10.5% |