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 4-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: PORTFOLIO EVALUATION, INC. Service code 17 15 INDEPENDENCE BOULEVARD · WARREN, NJ 07059 | Pension Consulting | $38,125 |
EISNERAMPER LLP1 year Service code 10 750 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $22,000 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,340 |
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 | $151,768 | $71,666+111.8% | $117,854+28.8% | $69,631+118.0% |
| Participation rate | 91.1% | 77.5%+13.6pp | 79.7%+11.4pp | 70.7%+20.4pp |
| Annual return | 15.05% | 18.86%-3.8pp | 335.08%-320.0pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,723 | $1,889-8.8% | $3,786-54.5% | $2,032-15.2% |
| Participant deferral / active EE | $5,937 | $3,340+77.8% | $4,482+32.5% | $3,224+84.2% |
| Admin fee / account holder | $122 | $120+1.1% | $8,020-98.5% | $110+10.2% |