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.3 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $14,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,534 | $74,706+34.6% | $75,696+32.8% | $79,386+26.6% |
| Participation rate | 91.5% | 75.3%+16.2pp | 74.8%+16.7pp | 70.7%+20.8pp |
| Annual return | 13.57% | 18.52%-4.9pp | 104.53%-91.0pp | 116.85%-103.3pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,432 | $3,533+82.0% | $3,821+68.3% | $4,046+59.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |