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 |
|---|---|---|
BOSTON PRIVATE WEALTH LLC2 years Service code 27 ONE FEDERAL ST FL 30 · BOSTON, MA 02110 | Advisory (Plan) | $30,000 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $10,500 |
KRAFT CPAS, PLLC1 year Filed as: KRAFT POWER CORPORATION Service code 99 199 WILDWOOD AVE · WOBURN, MA 01801 | Other Fees | $5,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,205 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,503 | $88,083+28.9% | $164,813-31.1% | $74,495+52.4% |
| Participation rate | 95.6% | 73.0%+22.5pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 15.42% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $1,430 | $2,593-44.9% | $4,341-67.1% | $2,623-45.5% |
| Participant deferral / active EE | $6,292 | $4,498+39.9% | $6,031+4.3% | $4,346+44.8% |
| Admin fee / account holder | $215 | $2,234-90.4% | $12,690-98.3% | $1,942-88.9% |