Filed May 8, 2026 (most recent of 4 filings on file)
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 |
|---|---|---|
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 1000 ELM STREET · MANCHESTER, NH 03101 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,739 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,560 | $102,553+21.5% | $151,611-17.8% | $66,914+86.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -16.25% | -10.82%-5.4pp | 3.33%-19.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $5,252 | $4,180+25.6% | $6,166-14.8% | $2,544+106.4% |
| Participant deferral / active EE | $8,340 | $6,641+25.6% | $8,363-0.3% | $4,237+96.8% |
| Admin fee / account holder | $43 | $630-93.2% | $11,616-99.6% | $593-92.7% |