See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 29 SAWYER RD · WALTHAM, MA 02453 | Advisory (Participants) | $42,709 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,132 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,165 | $49,915+56.6% | $154,803-49.5% | $74,304+5.2% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 13.76% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $14,703 | $1,611+812.5% | $4,305+241.5% | $2,241+556.0% |
| Participant deferral / active EE | $2,342 | $2,255+3.9% | $5,540-57.7% | $3,767-37.8% |
| Admin fee / account holder | $304 | $2,189-86.1% | $14,329-97.9% | $2,969-89.8% |