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 |
|---|---|---|
RASHANNA JOHNSON4 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $74,174 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $59,028 |
GLEN CAMISA9 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $51,383 |
REYNOLDS CONSULTING SERVICES9 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,200 |
COLLERAN, O'HARA & MILLS LLP9 years Service code 29 · EIN 11-2940050 | Legal | $34,931 |
CARLOS ANDRADE7 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $31,009 |
BAIRD FUNDS1 year Filed as: ROBERT KATUNA Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $28,792 |
DATA RESEARCH GROUP5 years Service code 49 · EIN 20-3223476 | Other Services | $22,941 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $20,353 |
Service code 10 · EIN 13-1577780 | Accounting | $19,765 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,665 | $241,101-39.2% | $103,333+41.9% | $199,593-26.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.72% | 17.80%-8.1pp | 24.88%-15.2pp | 34.25%-24.5pp |
| Employer contribution / active EE | $6,539 | $4,244+54.1% | $3,868+69.1% | $3,034+115.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $188 | $288-34.7% | $8,355-97.8% | $269-30.1% |