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 29 SAWYER ROAD · WALTHAM, MA 02453 | Advisory (Participants) | $21,998 |
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 | $56,575 | $66,302-14.7% | $110,238-48.7% | $56,287+0.5% |
| Participation rate | 88.5% | 74.9%+13.5pp | 79.8%+8.6pp | 69.9%+18.6pp |
| Annual return | -5.91% | -1.18%-4.7pp | 314.74%-320.7pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,889 | $2,047-7.7% | $3,826-50.6% | $2,111-10.5% |
| Participant deferral / active EE | $2,868 | $3,381-15.2% | $4,672-38.6% | $3,350-14.4% |
| Admin fee / account holder | $162 | $698-76.8% | $8,547-98.1% | $521-68.9% |