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 9-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 |
|---|---|---|
BOULAY PLLP1 year Filed as: BOULAY FINANCIAL ADVISORS LLC Service code 20 · EIN 41-1994547 | Trustee (individual) | $8,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506,709 | $80,724+527.7% | $103,333+390.4% | $74,495+580.2% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 47.94% | 27.56%+20.4pp | 24.88%+23.1pp | 1364.94%-1317.0pp |
| Employer contribution / active EE | $7,173 | $3,157+127.2% | $3,868+85.5% | $2,623+173.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $65 | $2,368-97.2% | $8,355-99.2% | $1,942-96.6% |