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 |
|---|---|---|
HOLMAN FRENIA ALLISON PC1 year Filed as: HOLMAN FRENIA ALLISON Service code 10 · EIN 22-3480145 680 HOOPER AVE · TOMS RIVER, NJ 08753 | Accounting | $10,503 |
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 | $98,054 | $63,114+55.4% | $92,893+5.6% | $65,185+50.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 17.45% | 28.75%-11.3pp | 109.41%-92.0pp | 29.38%-11.9pp |
| Employer contribution / active EE | $778 | $2,571-69.7% | $3,653-78.7% | $2,177-64.2% |
| Participant deferral / active EE | $7,784 | $3,108+150.4% | $4,236+83.8% | $3,514+121.5% |
| Admin fee / account holder | $21 | $624-96.6% | $5,794-99.6% | $847-97.5% |