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) | $23,214 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,732 | $106,236+9.9% | $112,228+4.0% | $64,808+80.1% |
| Participation rate | 99.7% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 27.47% | -6.02%+33.5pp | 27.45%0pp | 32.82%-5.3pp |
| Employer contribution / active EE | $1,896 | $3,166-40.1% | $3,635-47.8% | $2,506-24.3% |
| Participant deferral / active EE | $3,953 | $3,785+4.4% | $4,728-16.4% | $4,310-8.3% |
| Admin fee / account holder | $66 | $452-85.4% | $6,410-99.0% | $188-64.9% |