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 |
|---|---|---|
MEYERS BROTHERS KALICKA, PC3 years Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $13,800 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $760 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $336,287 | $123,793+171.7% | $177,821+89.1% | $79,858+321.1% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 17.50% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,574 | $5,956+60.7% | $7,714+24.1% | $3,740+156.0% |
| Admin fee / account holder | $109 | $7,243-98.5% | $12,427-99.1% | $5,306-97.9% |