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) | $28,652 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,833 | $92,971+42.9% | $96,683+37.4% | $74,419+78.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 25.10% | 37.49%-12.4pp | 35.69%-10.6pp | 34.38%-9.3pp |
| Employer contribution / active EE | $2,131 | $3,426-37.8% | $3,737-43.0% | $2,637-19.2% |
| Participant deferral / active EE | $4,505 | $3,970+13.5% | $4,878-7.6% | $4,528-0.5% |
| Admin fee / account holder | $70 | $633-88.9% | $6,730-99.0% | $348-79.9% |