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 |
|---|---|---|
BAY COLONY ADVISORS1 year Service code 26 86 BARKER AVENUE EXTENSION · CONCORD, MA 01742 | Advisory (Participants) | $30,678 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $322 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,169 | $60,349-2.0% | $74,183-20.2% | $62,891-5.9% |
| Participation rate | 87.5% | 72.7%+14.8pp | 76.6%+10.9pp | 69.3%+18.2pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,663 | $1,680-1.0% | $2,370-29.8% | $2,281-27.1% |
| Participant deferral / active EE | $5,981 | $2,856+109.4% | $3,550+68.5% | $3,203+86.7% |
| Admin fee / account holder | $288 | $4,261-93.3% | $5,586-94.9% | $4,296-93.3% |