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 | $16,000 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189063 | Consulting | $5,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$636 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $155,362 | $81,474+90.7% | $133,956+16.0% | $73,488+111.4% |
| Participation rate | 78.0% | 76.4%+1.6pp | 79.8%-1.9pp | 70.7%+7.3pp |
| Annual return | 15.11% | 19.40%-4.3pp | 45.09%-30.0pp | 28.51%-13.4pp |
| Employer contribution / active EE | $10,362 | $2,209+369.0% | $3,919+164.4% | $2,270+356.5% |
| Participant deferral / active EE | $1,931 | $3,786-49.0% | $5,048-61.7% | $3,740-48.4% |
| Admin fee / account holder | $114 | $713-84.1% | $8,927-98.7% | $513-77.8% |