See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $27,371 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,164 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,119 | $62,327-1.9% | $120,354-49.2% | $74,495-18.0% |
| Participation rate | 52.7% | 56.8%-4.1pp | 71.9%-19.3pp | 67.2%-14.5pp |
| Annual return | 2.68% | 18.61%-15.9pp | 107.15%-104.5pp | 1364.94%-1362.3pp |
| Employer contribution / active EE | $659 | $1,843-64.3% | $3,463-81.0% | $2,623-74.9% |
| Participant deferral / active EE | $2,801 | $2,893-3.2% | $4,991-43.9% | $4,346-35.5% |
| Admin fee / account holder | $242 | $2,396-89.9% | $9,423-97.4% | $1,942-87.5% |