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 HILL ADVISORS LLC3 years Service code 28 · EIN 20-5369878 100 ANDOVER BYPASS ST STE 201 · NORTH ANDOVER, MA 01845 | Investment Management | $19,631 |
Filed as: NORTH AMERICA KTRADE ALLIANCE LLC Service code 15 · EIN 32-0169227 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46563 | Recordkeeping | $11,552 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,383 | $59,328-15.1% | $118,925-57.6% | $73,488-31.4% |
| Participation rate | 37.6% | 62.3%-24.7pp | 75.4%-37.7pp | 70.7%-33.0pp |
| Annual return | 21.79% | 19.13%+2.7pp | 35.88%-14.1pp | 28.51%-6.7pp |
| Employer contribution / active EE | $1,019 | $1,803-43.5% | $3,263-68.8% | $2,270-55.1% |
| Participant deferral / active EE | $1,690 | $2,604-35.1% | $4,265-60.4% | $3,740-54.8% |
| Admin fee / account holder | $239 | $600-60.3% | $6,581-96.4% | $513-53.5% |