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 |
|---|---|---|
BOIVIN & ASSOCIATES2 years Filed as: BOIVIN & ASSOCIATES, CPA'S PLLC Service code 15 · EIN 27-1516157 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,885 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,213 | $46,173-71.4% | $170,442-92.2% | $69,631-81.0% |
| Participation rate | 15.6% | 63.9%-48.3pp | 83.6%-68.0pp | 70.7%-55.1pp |
| Annual return | 15.78% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $277 | $1,610-82.8% | $5,433-94.9% | $2,032-86.4% |
| Participant deferral / active EE | $491 | $2,080-76.4% | $4,939-90.1% | $3,224-84.8% |
| Admin fee / account holder | $165 | $116+42.2% | $13,880-98.8% | $110+49.3% |