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 PC4 years Filed as: HOLMAN FRENIA ALLISON CPAS, LLC Service code 10 · EIN 22-3480145 1985 CEDAR BRIDGE AVE · LAKEWOOD, NJ 08701 | Accounting | $11,000 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGT. Service code 26 · EIN 36-4317381 22 W WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $5,842 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 28 · EIN 71-0294708 PO BOX 990070 · HARTFORD, CT 06199 | Investment Management | $5,841 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,921 | $76,670+83.8% | $96,683+45.8% | $71,457+97.2% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.95% | 48.29%-33.3pp | 35.69%-20.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,046 | $3,031-32.5% | $3,737-45.2% | $2,588-20.9% |
| Participant deferral / active EE | $10,265 | $3,771+172.2% | $4,878+110.4% | $4,289+139.4% |
| Admin fee / account holder | $80 | $2,028-96.1% | $6,730-98.8% | $1,587-95.0% |