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 |
|---|---|---|
THOMAS BEAL1 year Filed as: THOMAS JUDY & TUCKER PA Service code 10 · EIN 56-1965804 | Accounting | $9,800 |
Service code 15 · EIN 31-1360674 | Recordkeeping | $7,898 |
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 | $14,386 | $48,076-70.1% | $78,689-81.7% | $62,891-77.1% |
| Participation rate | 76.7% | 65.2%+11.5pp | 73.6%+3.1pp | 69.3%+7.4pp |
| Annual return | 1.85% | 31.35%-29.5pp | 62.18%-60.3pp | 20.14%-18.3pp |
| Employer contribution / active EE | $1,021 | $2,015-49.3% | $2,851-64.2% | $2,281-55.2% |
| Participant deferral / active EE | $1,987 | $2,588-23.2% | $3,517-43.5% | $3,203-38.0% |
| Admin fee / account holder | $235 | $3,207-92.7% | $4,510-94.8% | $4,296-94.5% |