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 |
|---|---|---|
PARSONS CPA PLLC1 year Filed as: PARSON CPA, LLC Service code 10 · EIN 27-4214364 | Accounting | $21,500 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,706 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,658 | $65,376+9.6% | $87,100-17.7% | $65,185+9.9% |
| Participation rate | 72.6% | 75.3%-2.7pp | 76.9%-4.2pp | 70.2%+2.4pp |
| Annual return | 16.77% | 31.27%-14.5pp | 28.19%-11.4pp | 29.38%-12.6pp |
| Employer contribution / active EE | $2,582 | $1,822+41.7% | $2,521+2.4% | $2,177+18.6% |
| Participant deferral / active EE | $3,330 | $3,388-1.7% | $4,049-17.8% | $3,514-5.2% |
| Admin fee / account holder | $272 | $520-47.7% | $7,497-96.4% | $847-67.9% |