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 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $15,415 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,174 | $95,416-70.5% | $185,823-84.8% | $85,850-67.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 27.76% | 23.59%+4.2pp | 122.05%-94.3pp | 318.53%-290.8pp |
| Employer contribution / active EE | $3,078 | $3,314-7.1% | $5,167-40.4% | $2,565+20.0% |
| Participant deferral / active EE | $3,541 | $3,423+3.4% | $5,568-36.4% | $3,952-10.4% |
| Admin fee / account holder | $194 | $7,213-97.3% | $16,237-98.8% | $6,260-96.9% |