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 |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $14,125 |
LONETTO CONSULTANTS3 years Service code 10 5614 CONNECTICUT AVE NW # 263 · WASHINGTON, DC 200152601 | Accounting | $5,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $750 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $275,277 | $66,302+315.2% | $110,238+149.7% | $56,287+389.1% |
| Participation rate | 95.5% | 74.9%+20.6pp | 79.8%+15.7pp | 69.9%+25.7pp |
| Annual return | -2.81% | -1.18%-1.6pp | 314.74%-317.5pp | -9.96%+7.2pp |
| Employer contribution / active EE | $10,074 | $2,047+392.1% | $3,826+163.3% | $2,111+377.2% |
| Participant deferral / active EE | $12,216 | $3,381+261.3% | $4,672+161.5% | $3,350+264.7% |
| Admin fee / account holder | $112 | $698-84.0% | $8,547-98.7% | $521-78.5% |