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 |
|---|---|---|
STEPHENSON, GRACIK & CO., P.C.1+ years Service code 10 · EIN 38-3372824 | Accounting | $9,920 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,052 | $56,629-22.2% | $77,999-43.5% | $55,167-20.1% |
| Participation rate | 99.4% | 73.3%+26.1pp | 75.5%+23.8pp | 69.0%+30.4pp |
| Annual return | -5.19% | 2866.98%-2872.2pp | 425.96%-431.2pp | 169.23%-174.4pp |
| Employer contribution / active EE | $1,582 | $1,723-8.2% | $2,470-35.9% | $1,963-19.4% |
| Participant deferral / active EE | $2,431 | $2,777-12.5% | $3,497-30.5% | $3,054-20.4% |
| Admin fee / account holder | $233 | $467-50.1% | $5,480-95.8% | $504-53.8% |