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 |
|---|---|---|
HARPER & PEARSON COMPANY, P.C.2+ years Service code 99 · EIN 74-1695589 | Other Fees | $12,750 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,226 |
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 | $92,366 | $74,089+24.7% | $133,980-31.1% | $55,167+67.4% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.1pp | 69.0%+30.1pp |
| Annual return | 8.44% | 12.11%-3.7pp | 29.30%-20.9pp | 169.23%-160.8pp |
| Employer contribution / active EE | $3,084 | $3,064+0.7% | $5,211-40.8% | $1,963+57.1% |
| Participant deferral / active EE | $5,230 | $4,678+11.8% | $6,282-16.8% | $3,054+71.2% |
| Admin fee / account holder | $43 | $458-90.7% | $9,324-99.5% | $504-91.5% |