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 16 29 SAWYER ROAD · WALTHAM, MA 024533483 | Consulting | $20,798 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,073 | $62,928-64.9% | $172,739-87.2% | $67,579-67.3% |
| Participation rate | 64.3% | 64.5%-0.1pp | 82.6%-18.3pp | 71.3%-6.9pp |
| Annual return | 15.98% | 30.36%-14.4pp | 802.84%-786.9pp | 378.56%-362.6pp |
| Employer contribution / active EE | $1,100 | $1,636-32.8% | $5,143-78.6% | $2,148-48.8% |
| Participant deferral / active EE | $1,877 | $2,145-12.5% | $5,198-63.9% | $3,539-47.0% |
| Admin fee / account holder | $164 | $167-1.4% | $13,954-98.8% | $142+15.5% |