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 | $100,923+0.9% | $150,045-32.2% | $74,304+37.0% |
| Participation rate | 85.8% | 70.1%+15.7pp | 82.3%+3.5pp | 60.3%+25.5pp |
| Annual return | 19.62% | 51.77%-32.1pp | 62.55%-42.9pp | 29.43%-9.8pp |
| Employer contribution / active EE | $3,994 | $3,463+15.3% | $4,693-14.9% | $2,241+78.2% |
| Participant deferral / active EE | $13,727 | $6,709+104.6% | $7,997+71.7% | $3,767+264.4% |
| Admin fee / account holder | $334 | $2,767-87.9% | $13,435-97.5% | $2,969-88.8% |