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 |
|---|---|---|
RAHL & ASSOCIATES PC2 years Service code 10 141 FRIENDS LANE STE 100 · NEWTOWN, PA 18940 | Accounting | $15,380 |
WITHUMSMITH+BROWN, PC1 year Service code 10 506 CARNEGIE CENTER DRIVE · PRINCETON, NJ 08540 | Accounting | $14,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
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 | $90,488 | $76,000+19.1% | $154,107-41.3% | $64,186+41.0% |
| Participation rate | 90.4% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -7.21% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,637 | $3,351-21.3% | $5,298-50.2% | $2,381+10.8% |
| Participant deferral / active EE | $4,490 | $3,175+41.4% | $5,081-11.6% | $3,470+29.4% |
| Admin fee / account holder | $241 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |