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, PC5 years Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $14,600 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,630 | $110,094+180.3% | $151,611+103.6% | $68,494+350.6% |
| Participation rate | 94.6% | 84.0%+10.6pp | 87.5%+7.1pp | 67.9%+26.7pp |
| Annual return | -15.74% | -10.12%-5.6pp | 3.33%-19.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,511 | $6,527+45.7% | $8,363+13.7% | $4,027+136.2% |
| Admin fee / account holder | $139 | $7,719-98.2% | $11,616-98.8% | $5,403-97.4% |