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 LLC6 years Service code 27 · EIN 47-1618476 | Advisory (Plan) | $19,802 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $230 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,539 | $65,435+29.2% | $86,677-2.5% | $66,914+26.3% |
| Participation rate | 97.6% | 75.5%+22.1pp | 76.6%+21.0pp | 69.8%+27.8pp |
| Annual return | -13.54% | -10.89%-2.6pp | 35.91%-49.4pp | 1.58%-15.1pp |
| Employer contribution / active EE | $4,659 | $2,153+116.4% | $2,836+64.3% | $2,544+83.1% |
| Participant deferral / active EE | $3,812 | $4,100-7.0% | $4,656-18.1% | $4,237-10.0% |
| Admin fee / account holder | $107 | $642-83.3% | $7,493-98.6% | $593-81.9% |