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 |
|---|---|---|
BOYS & GIRLS CLUB OF BROCKTON1+ years Filed as: BOYS, ARNOLD & COMPANY Service code 28 · EIN 56-1178340 | Investment Management | $33,050 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,710 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,191 | $75,828+237.9% | $147,614+73.6% | $59,632+329.6% |
| Participation rate | 89.4% | 71.6%+17.8pp | 84.6%+4.7pp | 68.7%+20.7pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $18,390 | $3,485+427.8% | $5,564+230.5% | $2,203+734.9% |
| Participant deferral / active EE | $11,282 | $3,130+260.4% | $4,895+130.5% | $3,192+253.5% |
| Admin fee / account holder | $166 | $5,985-97.2% | $11,611-98.6% | $4,297-96.1% |