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 10-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 |
|---|---|---|
BAYSTATE FINANCIAL SERVICES, LLC2+ years Filed as: BAYSTATE FIDUCIARY ADVISORS INC Service code 27 · EIN 04-3595878 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,505 |
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 | $67,593 | $80,177-15.7% | $123,892-45.4% | $57,658+17.2% |
| Participation rate | 97.4% | 74.4%+23.0pp | 81.4%+16.0pp | 70.2%+27.2pp |
| Annual return | 17.73% | 17.90%-0.2pp | 47.52%-29.8pp | 5.13%+12.6pp |
| Employer contribution / active EE | $1,213 | $2,913-58.4% | $4,617-73.7% | $1,974-38.6% |
| Participant deferral / active EE | $9,305 | $5,130+81.4% | $5,984+55.5% | $3,061+204.0% |
| Admin fee / account holder | $39 | $106-63.6% | $8,357-99.5% | $95-59.1% |