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 | $52,450+280.1% | $129,295+54.2% | $74,546+167.5% |
| Participation rate | 97.5% | 53.8%+43.7pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 12.02% | 15.65%-3.6pp | 9429.28%-9417.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $5,711 | $1,532+272.7% | $4,157+37.4% | $2,624+117.6% |
| Participant deferral / active EE | $6,866 | $2,797+145.5% | $4,169+64.7% | $4,347+57.9% |
| Admin fee / account holder | $84 | $2,636-96.8% | $7,665-98.9% | $1,944-95.7% |