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: BERSTON PORTER & COMPANY LLC Service code 99 · EIN 91-1308574 | Other Fees | $10,849 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,200 |
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 | $88,470 | $63,924+38.4% | $108,579-18.5% | $55,167+60.4% |
| Participation rate | 97.6% | 74.3%+23.2pp | 79.6%+18.0pp | 69.0%+28.6pp |
| Annual return | 6.62% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $2,187 | $1,879+16.4% | $3,758-41.8% | $1,963+11.4% |
| Participant deferral / active EE | $3,778 | $3,067+23.2% | $4,311-12.4% | $3,054+23.7% |
| Admin fee / account holder | $7 | $618-98.8% | $7,645-99.9% | $504-98.6% |