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) | $33,340 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $57,911 | $62,603-7.5% | $104,294-44.5% | $66,914-13.5% |
| Participation rate | 56.8% | 59.6%-2.8pp | 73.3%-16.4pp | 69.8%-13.0pp |
| Annual return | -13.98% | -14.70%+0.7pp | 24.61%-38.6pp | 1.58%-15.6pp |
| Employer contribution / active EE | $607 | $1,972-69.2% | $3,372-82.0% | $2,544-76.1% |
| Participant deferral / active EE | $3,174 | $2,853+11.3% | $4,625-31.4% | $4,237-25.1% |
| Admin fee / account holder | $325 | $656-50.4% | $7,339-95.6% | $593-45.2% |