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 CPAS, LLC Service code 10 · EIN 22-3480145 680 HOOPER AVE · TOMS RIVER, NJ 08753 | Accounting | $8,989 |
E.H. THOMSON & CO., INC.1 year Filed as: E.H THOMSON& CO., INC. Service code 11 · EIN 22-2602083 800 THE PLAZA · SEA GIRT, NJ 08750 | Actuarial | $6,726 |
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 | $121,644 | $69,362+75.4% | $101,248+20.1% | $73,488+65.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 12.53% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,027 | $2,628-60.9% | $3,660-71.9% | $2,270-54.7% |
| Participant deferral / active EE | $10,272 | $3,300+211.3% | $4,370+135.1% | $3,740+174.7% |
| Admin fee / account holder | $22 | $704-96.9% | $5,945-99.6% | $513-95.7% |