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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $58,812 |
Service code 99 · EIN 61-1758632 | Other Fees | $37,444 |
PRIDA, GUIDA & PEREZ, P.A.3 years Filed as: PRIDA, GUIDA & PEREZ, P.A Service code 10 · EIN 59-1978917 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,074 | $59,417-39.3% | $93,606-61.5% | $74,495-51.6% |
| Participation rate | 86.0% | 59.7%+26.3pp | 68.7%+17.3pp | 67.2%+18.8pp |
| Annual return | 11.60% | 81.83%-70.2pp | 133.20%-121.6pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $851 | $1,264-32.7% | $2,420-64.9% | $2,623-67.6% |
| Participant deferral / active EE | $4,846 | $3,050+58.9% | $4,411+9.9% | $4,346+11.5% |
| Admin fee / account holder | $308 | $3,021-89.8% | $8,285-96.3% | $1,942-84.2% |