Filed October 9, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: ESLER & VANDERSCHAAF CO., LPA Service code 10 2912 SPRINGBORO WEST · DAYTONA BEACH, OH 45439 | Accounting | $13,744 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES DENNIG Service code 10 150 EAST FOURTH ST · CINCINNATI, OH 45202 | Accounting | $9,000 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $1,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,044 | $59,263+105.9% | $96,562+26.4% | $79,386+53.7% |
| Participation rate | 77.1% | 61.9%+15.2pp | 69.8%+7.3pp | 70.7%+6.4pp |
| Annual return | 16.32% | 27.07%-10.7pp | 37.78%-21.5pp | 116.85%-100.5pp |
| Employer contribution / active EE | $570 | $1,216-53.1% | $2,356-75.8% | $2,427-76.5% |
| Participant deferral / active EE | $3,388 | $2,948+14.9% | $3,849-12.0% | $4,046-16.3% |
| Admin fee / account holder | $92 | $658-86.1% | $6,181-98.5% | $626-85.3% |