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 |
|---|---|---|
BLITMAN & KING2+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,633 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $16,880 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
J.A. MARIANO AGENCY2+ years Service code 22 · EIN 22-2280590 | Insurance Broker | $8,058 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $81,537-100.0% | $149,718-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 9.72% | 22.79%-13.1pp | 1501.63%-1491.9pp | 27571.02%-27561.3pp |
| Employer contribution / active EE | $4,541 | $3,239+40.2% | $5,445-16.6% | $2,032+123.5% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |