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 |
|---|---|---|
PALLAS CAPITAL ADVISORS3 years Service code 27 45 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02182 | Advisory (Plan) | $169,066 |
Filed as: FIDELITY MANAGEMENT Service code 13 · EIN 04-3275867 | Contract Administrator | $62,042 |
GRANT THORNTON LLP6 years Filed as: GRANT THORNTON Service code 10 · EIN 26-6055556 | Accounting | $18,700 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS Service code 15 · EIN 04-2647786 | Recordkeeping | $11,291 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 15.03% | 16.55%-1.5pp | 15.31%-0.3pp | 24.42%-9.4pp |
| Employer contribution / active EE | $39,796 | $42,466-6.3% | $28,686+38.7% | $41,338-3.7% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |