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 |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP8 years Service code 29 · EIN 11-2940050 | Legal | $71,854 |
RASHANNA JOHNSON3 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $56,134 |
GLEN CAMISA8 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $45,170 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $44,970 |
REYNOLDS CONSULTING SERVICES8 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,000 |
CARLOS ANDRADE6 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $31,905 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $23,832 |
FLEXIBLE BUSINESS SYSTEMS6 years Service code 15 · EIN 11-2772357 | Recordkeeping | $15,516 |
DATA RESEARCH GROUP4 years Service code 49 · EIN 20-3223476 | Other Services | $11,954 |
SYNTONIC SYSTEMS, INC.6 years Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $7,196 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,483 | $88,480+57.6% | $96,683+44.3% | $80,160+74.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.01% | 22.53%-11.5pp | 35.69%-24.7pp | 40.38%-29.4pp |
| Employer contribution / active EE | $6,510 | $4,176+55.9% | $3,737+74.2% | $2,978+118.6% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $175 | $212-17.2% | $6,730-97.4% | $145+21.0% |