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 PC3 years Filed as: HOLMAN FRENIA ALLISON CPAS, LLC Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $10,449 |
E.H. THOMSON & CO., INC.3 years Filed as: E.H THOMSON& CO., INC. Service code 11 · EIN 22-2602083 800 THE PLAZA · SEA GIRT, NJ 08750 | Actuarial | $6,683 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGT. Service code 28 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Investment Management | $6,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,260 | $64,119+89.1% | $112,228+8.0% | $66,914+81.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -14.58% | -13.81%-0.8pp | 27.45%-42.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $1,980 | $3,005-34.1% | $3,635-45.5% | $2,544-22.2% |
| Participant deferral / active EE | $9,929 | $3,693+168.9% | $4,728+110.0% | $4,237+134.3% |
| Admin fee / account holder | $78 | $625-87.5% | $6,410-98.8% | $593-86.8% |