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 |
|---|---|---|
GLEN CAMISA6 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $42,016 |
RASHANNA JOHNSON1 year Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $35,515 |
CALIBRE CPA GROUP PLLC7+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $33,334 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,000 |
COLLERAN, O'HARA & MILLS LLP6 years Service code 29 · EIN 11-2940050 | Legal | $27,693 |
CARLOS ANDRADE4 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $27,040 |
DATA RESEARCH GROUP2 years Service code 49 · EIN 20-3223476 | Other Services | $12,392 |
FLEXIBLE BUSINESS SYSTEMS4 years Service code 15 · EIN 11-2772357 | Recordkeeping | $12,193 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $12,101 |
SYNTONIC SYSTEMS, INC.4 years Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $5,234 |
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 | $145,528 | $88,770+63.9% | $109,143+33.3% | $93,030+56.4% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 9.30% | 60.64%-51.3pp | 25.75%-16.4pp | 158.70%-149.4pp |
| Employer contribution / active EE | $6,869 | $3,780+81.7% | $3,722+84.6% | $2,706+153.9% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $149 | $172-13.6% | $6,752-97.8% | $152-1.8% |