Filed December 30, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
LUTZ & COMPANY, PC3 years Filed as: LUTZ AND CARR CPA LLP Service code 10 · EIN 13-1655065 551 5TH AVENUE STE 400 · NEW YORK, NY 101760001 | Accounting | $24,612 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,388 | $52,406+280.5% | $129,207+54.3% | $74,495+167.7% |
| Participation rate | 97.5% | 53.8%+43.7pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 12.02% | 15.66%-3.6pp | 9417.33%-9405.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $5,711 | $1,531+273.1% | $4,153+37.5% | $2,623+117.7% |
| Participant deferral / active EE | $6,866 | $2,794+145.7% | $4,168+64.8% | $4,346+58.0% |
| Admin fee / account holder | $84 | $2,633-96.8% | $7,715-98.9% | $1,942-95.7% |