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, PC6 years Filed as: MEYERS BROTHERS KALICKA Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $15,000 |
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 | $364,637 | $125,758+190.0% | $169,993+114.5% | $75,163+385.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.85% | 27.20%-12.4pp | 53.37%-38.5pp | 160.62%-145.8pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,615 | $6,837+55.2% | $10,408+2.0% | $4,125+157.3% |
| Admin fee / account holder | $145 | $8,173-98.2% | $12,815-98.9% | $5,651-97.4% |