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 27 29 SAWYER RD. · WALTHAM, MA 02453 | Advisory (Plan) | $28,505 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,115 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,162 | $59,328+18.3% | $118,925-41.0% | $73,488-4.5% |
| Participation rate | 52.2% | 62.3%-10.1pp | 75.4%-23.2pp | 70.7%-18.5pp |
| Annual return | 6.99% | 19.13%-12.1pp | 35.88%-28.9pp | 28.51%-21.5pp |
| Employer contribution / active EE | $489 | $1,803-72.9% | $3,263-85.0% | $2,270-78.5% |
| Participant deferral / active EE | $2,567 | $2,604-1.4% | $4,265-39.8% | $3,740-31.3% |
| Admin fee / account holder | $294 | $600-51.0% | $6,581-95.5% | $513-42.6% |