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 |
|---|---|---|
BOS ASSET MANAGEMENT, LLC3 years Service code 26 · EIN 85-3866972 | Advisory (Participants) | $25,637 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,849 | $91,762-58.8% | $67,502-43.9% | $77,643-51.3% |
| Participation rate | 48.1% | 75.9%-27.8pp | 72.9%-24.8pp | 70.6%-22.5pp |
| Annual return | 12.00% | 14.87%-2.9pp | 3512.12%-3500.1pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,164 | $3,181-63.4% | $2,731-57.4% | $2,726-57.3% |
| Participant deferral / active EE | $1,761 | $3,903-54.9% | $4,000-56.0% | $4,647-62.1% |
| Admin fee / account holder | $278 | $176+57.8% | $3,998-93.1% | $430-35.5% |