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) | $19,536 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,446 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $50,119 | $81,248-38.3% | $155,509-67.8% | $80,856-38.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.39% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,022 | $3,100-2.5% | $4,672-35.3% | $2,755+9.7% |
| Participant deferral / active EE | $3,255 | $3,452-5.7% | $5,626-42.1% | $4,296-24.2% |
| Admin fee / account holder | $353 | $7,997-95.6% | $15,912-97.8% | $6,918-94.9% |