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 LLP9+ years Service code 10 · EIN 54-0486667 | Accounting | $20,698 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,228 | $82,978-49.1% | $130,231-67.6% | $74,419-43.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 26.23% | 123.05%-96.8pp | 38.77%-12.5pp | 34.38%-8.1pp |
| Employer contribution / active EE | $3,091 | $3,391-8.8% | $4,126-25.1% | $2,637+17.2% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,799-100.0% | $4,528-100.0% |
| Admin fee / account holder | $47 | $354-86.8% | $6,020-99.2% | $348-86.5% |