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) | $10,704 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,352 | $49,451-26.5% | $79,550-54.3% | $66,914-45.7% |
| Participation rate | 53.2% | 61.3%-8.1pp | 69.5%-16.3pp | 69.8%-16.6pp |
| Annual return | -19.10% | 84.25%-103.4pp | 0.16%-19.3pp | 1.58%-20.7pp |
| Employer contribution / active EE | $851 | $1,266-32.8% | $2,413-64.8% | $2,544-66.6% |
| Participant deferral / active EE | $2,063 | $3,159-34.7% | $3,985-48.2% | $4,237-51.3% |
| Admin fee / account holder | $295 | $595-50.4% | $6,832-95.7% | $593-50.3% |