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.2 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $13,230 |
Filed as: WILMER CUTLER PICKERING HALE AND DO Service code 29 · EIN 04-1409810 PO BOX 7247-8760 · PHILADELPHA, PA 191708760 | Legal | $7,943 |
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 | $86,895 | $65,322+33.0% | $70,449+23.3% | $73,488+18.2% |
| Participation rate | 97.9% | 77.0%+20.9pp | 75.1%+22.8pp | 70.7%+27.2pp |
| Annual return | 13.96% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $6,488 | $2,460+163.8% | $2,737+137.1% | $2,270+185.8% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |