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) | $32,535 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,234 |
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 | $101,790 | $88,360+15.2% | $145,433-30.0% | $67,986+49.7% |
| Participation rate | 85.8% | 65.5%+20.3pp | 82.1%+3.7pp | 57.2%+28.6pp |
| Annual return | 19.62% | 63.15%-43.5pp | 66.58%-47.0pp | 31.67%-12.0pp |
| Employer contribution / active EE | $3,994 | $3,054+30.8% | $4,554-12.3% | $2,019+97.8% |
| Participant deferral / active EE | $13,727 | $5,932+131.4% | $7,897+73.8% | $3,358+308.8% |
| Admin fee / account holder | $334 | $3,313-89.9% | $13,129-97.5% | $3,203-89.6% |