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 |
|---|---|---|
BOIVIN & ASSOCIATES1 year Filed as: BOIVIN & ASSOCIATES, CPA'S, PLLC Service code 10 · EIN 27-1516157 | Accounting | $5,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,173 | $47,848-74.6% | $81,478-85.1% | $70,131-82.6% |
| Participation rate | 93.4% | 58.3%+35.2pp | 68.0%+25.5pp | 69.5%+23.9pp |
| Annual return | 18.44% | 27.25%-8.8pp | 38.78%-20.3pp | 73.14%-54.7pp |
| Employer contribution / active EE | $820 | $1,527-46.3% | $2,568-68.1% | $2,342-65.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,537-100.0% | $3,332-100.0% |
| Admin fee / account holder | $44 | $3,145-98.6% | $4,561-99.0% | $4,645-99.0% |