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 9-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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $26,000 |
Annual investment return 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 | $110,828 | $74,552+48.7% | $62,995+75.9% | $69,631+59.2% |
| Participation rate | 97.1% | 78.3%+18.8pp | 74.8%+22.3pp | 70.7%+26.4pp |
| Annual return | 10.67% | 15.77%-5.1pp | 87.57%-76.9pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $11,673 | $2,929+298.5% | $2,759+323.1% | $2,032+474.4% |
| Participant deferral / active EE | $1,699 | $2,974-42.9% | $3,329-49.0% | $3,224-47.3% |
| Admin fee / account holder | $38 | $59-35.5% | $3,600-98.9% | $110-65.3% |