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 26 · EIN 04-2675571 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $36,306 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,604 | $79,184-22.2% | $102,438-39.9% | $74,546-17.4% |
| Participation rate | 66.3% | 74.8%-8.4pp | 76.5%-10.2pp | 67.2%-0.9pp |
| Annual return | 12.74% | 54.95%-42.2pp | 29.37%-16.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,906 | $2,362-19.3% | $3,024-37.0% | $2,624-27.4% |
| Participant deferral / active EE | $3,383 | $4,414-23.4% | $5,054-33.1% | $4,347-22.2% |
| Admin fee / account holder | $520 | $2,001-74.0% | $9,448-94.5% | $1,944-73.2% |