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 10-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 |
|---|---|---|
BOSTON PRIVATE WEALTH LLC3 years Service code 27 · EIN 47-1618476 | Advisory (Plan) | $15,833 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $92,251 | $65,376+41.1% | $87,100+5.9% | $65,185+41.5% |
| Participation rate | 99.2% | 75.3%+23.9pp | 76.9%+22.3pp | 70.2%+29.0pp |
| Annual return | 20.89% | 31.27%-10.4pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $4,163 | $1,822+128.4% | $2,521+65.1% | $2,177+91.2% |
| Participant deferral / active EE | $3,286 | $3,388-3.0% | $4,049-18.8% | $3,514-6.5% |
| Admin fee / account holder | $118 | $520-77.4% | $7,497-98.4% | $847-86.1% |