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 |
|---|---|---|
BOUNDARY STREET PARTNERS LP6 years Service code 27 · EIN 35-2547448 | Advisory (Plan) | $36,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,157 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,914 | $72,254+34.1% | $86,677+11.8% | $64,808+49.5% |
| Participation rate | 93.5% | 80.4%+13.1pp | 76.6%+16.9pp | 71.5%+22.0pp |
| Annual return | -18.64% | 392.42%-411.1pp | 35.91%-54.6pp | 32.82%-51.5pp |
| Employer contribution / active EE | $3,048 | $2,393+27.4% | $2,836+7.5% | $2,506+21.6% |
| Participant deferral / active EE | $5,830 | $4,658+25.2% | $4,656+25.2% | $4,310+35.3% |
| Admin fee / account holder | $104 | $174-40.4% | $7,493-98.6% | $188-44.8% |