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 |
|---|---|---|
CALIBRE CPA GROUP PLLC8+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $63,441 |
RASHANNA JOHNSON2 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $42,030 |
GLEN CAMISA7 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $41,689 |
REYNOLDS CONSULTING SERVICES7 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,000 |
CARLOS ANDRADE5 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $27,480 |
COLLERAN, O'HARA & MILLS LLP7 years Service code 29 · EIN 11-2940050 | Legal | $25,810 |
FLEXIBLE BUSINESS SYSTEMS5 years Service code 15 · EIN 11-2772357 | Recordkeeping | $15,255 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $14,627 |
DATA RESEARCH GROUP3 years Service code 49 · EIN 20-3223476 | Other Services | $10,468 |
SYNTONIC SYSTEMS, INC.5 years Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $5,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,456 | $76,774+69.9% | $112,228+16.2% | $77,904+67.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.84% | -10.25%+1.4pp | 27.45%-36.3pp | 12.21%-21.0pp |
| Employer contribution / active EE | $6,890 | $3,977+73.2% | $3,635+89.6% | $2,848+141.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $168 | $239-29.8% | $6,410-97.4% | $133+26.6% |