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 28 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Investment Management | $24,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,763 | $69,848-37.3% | $115,756-62.2% | $66,914-34.6% |
| Participation rate | 25.3% | 70.6%-45.3pp | 77.1%-51.7pp | 69.8%-44.5pp |
| Annual return | -16.12% | 969.66%-985.8pp | 143.14%-159.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $605 | $2,613-76.9% | $3,793-84.1% | $2,544-76.2% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,237-100.0% |
| Admin fee / account holder | $275 | $337-18.3% | $8,124-96.6% | $593-53.6% |