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 PC Service code 10 · EIN 16-1148763 | Accounting | $19,298 |
MILLIMAN, INC.3+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $12,668 |
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 | $52,382 | $161,852-67.6% | $92,233-43.2% | - |
| Participation rate | 86.9% | 64.7%+22.1pp | 76.5%+10.4pp | - |
| Annual return | 12.83% | 7.35%+5.5pp | 176.28%-163.4pp | - |
| Employer contribution / active EE | $6,984 | $1,845+278.5% | $3,679+89.8% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $306 | $7,254-95.8% | $5,194-94.1% | - |