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 |
|---|---|---|
Service code 27 · EIN 33-0818667 4000 MACARTHUR BLVD. STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $30,240 |
AAFCPAS, INC.4 years Service code 10 · EIN 04-2571780 50 WASHINGTON ST · WESTBOROUGH, MA 015811013 | Accounting | $18,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,787 | $60,989+32.5% | $60,874+32.7% | $66,914+20.7% |
| Participation rate | 87.1% | 74.5%+12.6pp | 73.1%+14.0pp | 69.8%+17.3pp |
| Annual return | -13.06% | -9.60%-3.5pp | 16.90%-30.0pp | 1.58%-14.6pp |
| Employer contribution / active EE | $7,704 | $2,661+189.6% | $2,701+185.2% | $2,544+202.8% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |