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) | $11,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,274 | $59,263-32.0% | $96,562-58.3% | $79,386-49.3% |
| Participation rate | 61.7% | 61.9%-0.2pp | 69.8%-8.1pp | 70.7%-9.0pp |
| Annual return | 14.96% | 27.07%-12.1pp | 37.78%-22.8pp | 116.85%-101.9pp |
| Employer contribution / active EE | $888 | $1,216-27.0% | $2,356-62.3% | $2,427-63.4% |
| Participant deferral / active EE | $1,900 | $2,948-35.6% | $3,849-50.6% | $4,046-53.0% |
| Admin fee / account holder | $293 | $658-55.5% | $6,181-95.3% | $626-53.2% |