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 |
|---|---|---|
JAMES M MOYNA CPA PC1 year Filed as: JAMES M. MONYA, CPA Service code 27 · EIN 47-2940358 | Advisory (Plan) | $19,750 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,918 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,418 | $69,763+119.9% | $67,502+127.3% | $74,495+105.9% |
| Participation rate | 99.6% | 71.4%+28.2pp | 72.9%+26.7pp | 67.2%+32.4pp |
| Annual return | 14.26% | -40.34%+54.6pp | 3512.12%-3497.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $8,319 | $2,704+207.6% | $2,731+204.6% | $2,623+217.1% |
| Participant deferral / active EE | $3,675 | $3,636+1.1% | $4,000-8.1% | $4,346-15.4% |
| Admin fee / account holder | $53 | $896-94.1% | $3,998-98.7% | $1,942-97.3% |