Filed April 22, 2024
Total covered: 135 employees
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 |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP4+ years Service code 10 · EIN 55-0486667 | Accounting | $8,705 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,870 | $64,286-45.8% | $106,387-67.2% | $55,725-37.4% |
| Participation rate | 99.6% | 75.2%+24.4pp | 77.5%+22.2pp | 70.9%+28.8pp |
| Annual return | -25.72% | 0.84%-26.6pp | 0.25%-26.0pp | 244.93%-270.7pp |
| Employer contribution / active EE | $2,333 | $2,367-1.5% | $3,520-33.7% | $2,078+12.2% |
| Participant deferral / active EE | $0 | $4,158-100.0% | $5,421-100.0% | $3,356-100.0% |
| Admin fee / account holder | $58 | $102-43.1% | $7,510-99.2% | $115-49.5% |