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 |
|---|---|---|
EFPR GROUP, CPAS, PLLC1 year Filed as: EFPR GROUP, CPA'S, PC Service code 10 · EIN 47-4526160 | Accounting | $5,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,581 |
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 | $184,816 | $78,422+135.7% | $95,952+92.6% | $79,858+131.4% |
| Participation rate | 86.7% | 73.5%+13.2pp | 77.1%+9.7pp | 69.6%+17.1pp |
| Annual return | 15.26% | 19.37%-4.1pp | 91.61%-76.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,443 | $1,945-25.8% | $2,541-43.2% | $2,471-41.6% |
| Participant deferral / active EE | $6,066 | $3,440+76.3% | $4,167+45.6% | $3,740+62.2% |
| Admin fee / account holder | $77 | $5,622-98.6% | $6,795-98.9% | $5,306-98.6% |