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 9-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 |
|---|---|---|
KRONICK KALADA BERDY & CO., P.C.4+ years Filed as: KRONICK, KALADA, BERDY & CO. P.C. Service code 10 · EIN 23-2667890 | Accounting | $6,500 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,793 |
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 | $44,658 | $47,922-6.8% | $75,886-41.2% | $65,185-31.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 13.33% | 24.12%-10.8pp | 30.76%-17.4pp | 29.38%-16.1pp |
| Employer contribution / active EE | $1,290 | $1,557-17.1% | $2,500-48.4% | $2,177-40.7% |
| Participant deferral / active EE | $2,311 | $2,550-9.4% | $3,603-35.9% | $3,514-34.2% |
| Admin fee / account holder | $73 | $532-86.4% | $5,418-98.7% | $847-91.4% |