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 PLLP2 years Filed as: BOULAY FINANCIAL ADVISORS LLC Service code 20 · EIN 41-1994547 | Trustee (individual) | $0 |
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 | $783,104 | $86,944+800.7% | $107,525+628.3% | $74,304+953.9% |
| Participation rate | 99.2% | 59.6%+39.6pp | 75.1%+24.1pp | 60.3%+38.8pp |
| Annual return | 60.61% | 23.52%+37.1pp | 181.32%-120.7pp | 29.43%+31.2pp |
| Employer contribution / active EE | $7,889 | $2,757+186.2% | $3,754+110.2% | $2,241+252.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $32 | $3,727-99.1% | $8,919-99.6% | $2,969-98.9% |