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) | $25,151 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,554 | $59,402-60.3% | $93,654-74.9% | $74,546-68.4% |
| Participation rate | 36.3% | 59.7%-23.4pp | 68.7%-32.4pp | 67.2%-30.9pp |
| Annual return | 14.94% | 81.86%-66.9pp | 133.34%-118.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $343 | $1,265-72.9% | $2,421-85.8% | $2,624-86.9% |
| Participant deferral / active EE | $1,024 | $3,049-66.4% | $4,413-76.8% | $4,347-76.4% |
| Admin fee / account holder | $302 | $3,023-90.0% | $8,282-96.3% | $1,944-84.4% |