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, PC1+ years Filed as: MEYERS BROTHERS KALICKA PC Service code 10 330 WHITNEY AVE · HOLYOKE, MA 01040 | Accounting | $19,900 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,196 |
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 | $86,679 | $72,770+19.1% | $67,652+28.1% | $55,191+57.1% |
| Participation rate | 97.2% | 78.8%+18.4pp | 75.7%+21.5pp | 69.2%+28.0pp |
| Annual return | 0.04% | -3.26%+3.3pp | 6625.04%-6625.0pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,536 | $1,769+43.3% | $2,266+11.9% | $1,899+33.6% |
| Participant deferral / active EE | $3,967 | $3,408+16.4% | $3,560+11.4% | $3,046+30.2% |
| Admin fee / account holder | $40 | $79-49.3% | $4,821-99.2% | $91-56.0% |