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 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $1,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,282 | $59,623-14.0% | $95,585-46.3% | $85,563-40.1% |
| Participation rate | 46.3% | 57.2%-11.0pp | 72.1%-25.8pp | 66.0%-19.7pp |
| Annual return | 18.18% | 18.22%0pp | 38.56%-20.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $1,731 | $1,669+3.7% | $2,527-31.5% | $2,654-34.8% |
| Participant deferral / active EE | $3,381 | $3,357+0.7% | $4,023-15.9% | $4,375-22.7% |
| Admin fee / account holder | $344 | $650-47.1% | $6,127-94.4% | $834-58.8% |