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 |
|---|---|---|
BOON ADMINISTRATIVE SERVICES INC3+ years Filed as: BOON INVESTMENT GROUP Service code 13 6300 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Contract Administrator | $8,358 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,157 | $36,767-91.4% | $81,478-96.1% | $62,292-94.9% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 11.73% | 173.80%-162.1pp | 38.78%-27.1pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,274 | $1,128+101.6% | $2,568-11.4% | $2,042+11.4% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $20 | $797-97.5% | $4,561-99.6% | $479-95.9% |