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 |
|---|---|---|
FITZSIMMONS ABRAMS, LLP7 years Service code 50 · EIN 13-2858927 | Direct Payment | $86,354 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
CALIBRE CPA GROUP PLLC6 years Service code 50 · EIN 47-0900880 | Direct Payment | $26,000 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $24,226 |
JBM COMPUTER CONSULTANTS1 year Filed as: JBM COMPUTER CONSULTANTS INC Service code 70 · EIN 16-1173118 | Consulting Fees | $20,344 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $12,000 |
NATHAN & BERNSTEIN CPA'S, PC6 years Service code 10 224 FRANKLIN STREET 19 · HEWLETT, NY 11557 | Accounting | $8,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,495 | $76,774+75.2% | $112,228+19.8% | $77,904+72.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -12.95% | -10.25%-2.7pp | 27.45%-40.4pp | 12.21%-25.2pp |
| Employer contribution / active EE | $6,505 | $3,977+63.6% | $3,635+79.0% | $2,848+128.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $225 | $239-5.6% | $6,410-96.5% | $133+70.1% |