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 |
|---|---|---|
BORIS BENIC AND ASSOCIATES LLP3+ years Service code 10 · EIN 54-2190047 | Accounting | $14,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $781 |
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 | $54,271 | $58,726-7.6% | $92,233-41.2% | $62,292-12.9% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 20.29% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,691 | $2,392+12.5% | $3,679-26.9% | $2,042+31.8% |
| Participant deferral / active EE | $3,863 | $2,766+39.7% | $3,897-0.9% | $3,169+21.9% |
| Admin fee / account holder | $106 | $556-80.9% | $5,194-98.0% | $479-77.8% |