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) | $93,446 |
Service code 15 · EIN 01-0233346 200 BERKELEY ST · BOSTON, MA 02116 | Recordkeeping | $950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $210,266 | $86,944+141.8% | $107,525+95.6% | $74,304+183.0% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 12.63% | 23.52%-10.9pp | 181.32%-168.7pp | 29.43%-16.8pp |
| Employer contribution / active EE | $13,912 | $2,757+404.6% | $3,754+270.6% | $2,241+520.7% |
| Participant deferral / active EE | $7,386 | $3,554+107.8% | $5,116+44.4% | $3,767+96.0% |
| Admin fee / account holder | $933 | $3,727-75.0% | $8,919-89.5% | $2,969-68.6% |