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) | $18,501 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,107 | $73,867-67.4% | $143,757-83.2% | $68,494-64.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.78% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,891 | $3,184-9.2% | $4,951-41.6% | $2,596+11.3% |
| Participant deferral / active EE | $3,348 | $3,384-1.1% | $5,637-40.6% | $4,027-16.9% |
| Admin fee / account holder | $244 | $5,755-95.8% | $14,673-98.3% | $5,403-95.5% |