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 |
|---|---|---|
CHIMENTO AND WEBB PC1 year Filed as: CHIMENTO & WEBB PC Service code 50 333 ELM ST · DEDHAM, MA 02026 | Direct Payment | $10,530 |
O'CONNOR DAVIES, LLP4+ years Filed as: O'CONNOR & DREW PC Service code 10 25 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184 | Accounting | $9,750 |
DRISCOLL INSURANCE AGENCY4+ years Service code 22 · EIN 04-2432761 | Insurance Broker | $5,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,966 | $33,780+56.8% | $74,550-29.0% | $75,289-29.7% |
| Participation rate | 87.8% | 62.7%+25.2pp | 69.1%+18.7pp | 72.4%+15.4pp |
| Annual return | -3.45% | -1.24%-2.2pp | 32.53%-36.0pp | -0.04%-3.4pp |
| Employer contribution / active EE | $852 | $845+0.8% | $1,961-56.6% | $2,405-64.6% |
| Participant deferral / active EE | $2,530 | $1,890+33.9% | $3,108-18.6% | $3,739-32.3% |
| Admin fee / account holder | $25 | $86-71.0% | $5,060-99.5% | $102-75.5% |