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 8-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 · EIN 04-2675571 29 SAWYER RD., ONE · WALTHAM, MA 02453 | Advisory (Plan) | $26,010 |
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 | $114,536 | $78,275+46.3% | $109,143+4.9% | $86,799+32.0% |
| Participation rate | 91.2% | 73.8%+17.4pp | 75.9%+15.3pp | 72.3%+18.9pp |
| Annual return | 37.36% | 19.14%+18.2pp | 25.75%+11.6pp | 97.91%-60.5pp |
| Employer contribution / active EE | $1,686 | $3,105-45.7% | $3,722-54.7% | $2,405-29.9% |
| Participant deferral / active EE | $3,421 | $3,641-6.0% | $4,653-26.5% | $4,131-17.2% |
| Admin fee / account holder | $93 | $198-53.2% | $6,752-98.6% | $170-45.2% |