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 |
|---|---|---|
METZ & ASSOCIATES PLLC1+ years Filed as: METZ & ASSOCIATES, PLLC Service code 10 · EIN 46-4558541 | Accounting | $6,250 |
LEBENSON ACTUARIAL SERVICES1+ years Service code 17 · EIN 26-1714874 | Pension Consulting | $1,500 |
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 | $77,314 | $75,828+2.0% | $147,614-47.6% | $59,632+29.7% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.85% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $6,315 | $3,485+81.2% | $5,564+13.5% | $2,203+186.7% |
| Participant deferral / active EE | $4,832 | $3,130+54.4% | $4,895-1.3% | $3,192+51.4% |
| Admin fee / account holder | $63 | $5,985-98.9% | $11,611-99.5% | $4,297-98.5% |