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 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $10,611 |
BOIVIN & ASSOCIATES1 year Service code 10 · EIN 27-1516157 | Accounting | $4,000 |
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 | $42,874 | $58,879-27.2% | $178,490-76.0% | $73,488-41.7% |
| Participation rate | 76.6% | 66.2%+10.3pp | 81.9%-5.4pp | 70.7%+5.9pp |
| Annual return | 16.51% | 24.86%-8.4pp | 151.07%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,371 | $2,236+6.0% | $5,011-52.7% | $2,270+4.4% |
| Participant deferral / active EE | $2,937 | $2,567+14.4% | $5,202-43.5% | $3,740-21.5% |
| Admin fee / account holder | $46 | $400-88.4% | $13,984-99.7% | $513-91.0% |