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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, DENNIG & CO., LTD Service code 99 · EIN 31-1119890 | Other Fees | $7,750 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,350 |
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 | $100,083 | $54,320+84.2% | $67,652+47.9% | $52,331+91.3% |
| Participation rate | 79.3% | 73.6%+5.7pp | 75.7%+3.6pp | 68.1%+11.2pp |
| Annual return | 2.74% | 6.81%-4.1pp | 6625.04%-6622.3pp | 4.54%-1.8pp |
| Employer contribution / active EE | $1,933 | $1,544+25.2% | $2,266-14.7% | $1,882+2.7% |
| Participant deferral / active EE | $5,628 | $2,950+90.8% | $3,560+58.1% | $3,022+86.2% |
| Admin fee / account holder | $7 | $527-98.6% | $4,821-99.9% | $592-98.8% |