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 |
|---|---|---|
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,894 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,236 | $81,900-59.4% | $119,609-72.2% | $68,494-51.5% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,478 | $2,693-8.0% | $4,232-41.4% | $2,596-4.5% |
| Participant deferral / active EE | $4,151 | $4,148+0.1% | $5,602-25.9% | $4,027+3.1% |
| Admin fee / account holder | $100 | $6,582-98.5% | $10,323-99.0% | $5,403-98.2% |