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 |
|---|---|---|
AAFCPAS, INC.1 year Service code 10 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $7,640 |
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 | $92,034 | $60,795+51.4% | $69,455+32.5% | $65,185+41.2% |
| Participation rate | 93.5% | 74.9%+18.7pp | 74.6%+18.9pp | 70.2%+23.3pp |
| Annual return | 16.49% | 17.46%-1.0pp | 28.97%-12.5pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,346 | $3,162+100.7% | $3,535+79.5% | $3,514+80.6% |
| Admin fee / account holder | $0 | $314-100.0% | $3,839-100.0% | $847-100.0% |