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 | $7,212 |
D'ARCANGELO & CO., LLP2+ years Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 135025950 | Accounting | $6,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,865 | $57,921-27.7% | $84,750-50.6% | $57,658-27.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 5.10% | 10.24%-5.1pp | 22.78%-17.7pp | 5.13%0pp |
| Employer contribution / active EE | $1,744 | $2,598-32.9% | $3,574-51.2% | $1,974-11.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $118 | $130-8.9% | $5,332-97.8% | $95+25.0% |