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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $46,766 |
Service code 99 · EIN 33-0449333 | Other Fees | $19,498 |
Filed as: BOON INVESTMENT GROUP, INC Service code 99 · EIN 26-4561316 | Other Fees | $7,002 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,350 | $44,960-68.1% | $84,966-83.1% | $74,495-80.7% |
| Participation rate | 98.3% | 49.4%+48.9pp | 67.5%+30.8pp | 67.2%+31.1pp |
| Annual return | 11.31% | 26.24%-14.9pp | 66.38%-55.1pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $5,914 | $1,457+305.8% | $2,727+116.8% | $2,623+125.5% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $4,519-100.0% | $4,346-100.0% |
| Admin fee / account holder | $217 | $2,209-90.2% | $6,149-96.5% | $1,942-88.8% |