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.5 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $17,125 |
Service code 17 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · BEACH, CA 92660 | Pension Consulting | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,229 | $83,884-3.2% | $64,056+26.8% | $74,419+9.2% |
| Participation rate | 72.9% | 76.6%-3.7pp | 72.3%+0.6pp | 70.7%+2.2pp |
| Annual return | 14.60% | 16.57%-2.0pp | 33.69%-19.1pp | 34.38%-19.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $4,412 | $3,692+19.5% | $3,880+13.7% | $4,528-2.6% |
| Admin fee / account holder | $59 | $196-69.7% | $3,068-98.1% | $348-83.0% |