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 |
|---|---|---|
Filed as: HELD KRANZLER MCCOSKER & PULICE Service code 10 · EIN 13-4008185 | Accounting | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,464 |
PORTFOLIO EVALUATIONS, INC.3 years Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $5,305 |
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 | $123,566 | $66,302+86.4% | $110,238+12.1% | $56,287+119.5% |
| Participation rate | 89.8% | 74.9%+14.9pp | 79.8%+10.0pp | 69.9%+19.9pp |
| Annual return | -4.13% | -1.18%-3.0pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $10,804 | $2,047+427.8% | $3,826+182.4% | $2,111+411.8% |
| Participant deferral / active EE | $1,769 | $3,381-47.7% | $4,672-62.1% | $3,350-47.2% |
| Admin fee / account holder | $186 | $698-73.3% | $8,547-97.8% | $521-64.2% |