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 |
|---|---|---|
CAPALDI REYNOLDS & PELOSI, P.A.2+ years Filed as: CAPALDI, REYNOLDS & PELOSI, Service code 10 · EIN 22-2097516 | Accounting | $32,000 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $25,000 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND ETAL Service code 29 · EIN 37-1467056 | Legal | $14,209 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,682 | $57,921+160.2% | $84,750+77.8% | $57,658+161.3% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 70.2%+0.9pp |
| Annual return | 4.60% | 10.24%-5.6pp | 22.78%-18.2pp | 5.13%-0.5pp |
| Employer contribution / active EE | $5,466 | $2,598+110.4% | $3,574+52.9% | $1,974+176.9% |
| Participant deferral / active EE | $35 | $2,742-98.7% | $3,712-99.1% | $3,061-98.9% |
| Admin fee / account holder | $215 | $130+65.6% | $5,332-96.0% | $95+127.2% |