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 |
|---|---|---|
FREED MAXICK CPAS PC2 years Filed as: FREEDMAXICK CPAS Service code 10 PO BOX 8000 · BUFFALO, NY 14267 | Accounting | $10,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,075 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,319 | $99,016-37.1% | $93,789-33.6% | $66,914-6.9% |
| Participation rate | 98.7% | 82.1%+16.5pp | 81.0%+17.7pp | 69.8%+28.9pp |
| Annual return | -12.79% | -14.59%+1.8pp | -11.33%-1.5pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,866 | $4,769-39.9% | $4,323-33.7% | $2,544+12.6% |
| Participant deferral / active EE | $4,908 | $6,689-26.6% | $6,094-19.5% | $4,237+15.8% |
| Admin fee / account holder | $42 | $477-91.2% | $7,195-99.4% | $593-92.9% |