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 |
|---|---|---|
Filed as: FIRLEY,MORAN,FREER & EASSA,CPA P.C. Service code 10 · EIN 16-1148763 | Accounting | $16,814 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $11,905 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,458 | $63,346+50.7% | $92,233+3.5% | $70,131+36.1% |
| Participation rate | 94.6% | 68.7%+26.0pp | 76.5%+18.2pp | 69.5%+25.1pp |
| Annual return | 12.90% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $11,836 | $2,471+379.0% | $3,679+221.7% | $2,342+405.3% |
| Participant deferral / active EE | $93 | $2,854-96.7% | $3,897-97.6% | $3,332-97.2% |
| Admin fee / account holder | $399 | $3,840-89.6% | $5,194-92.3% | $4,645-91.4% |