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 15 · EIN 35-0145825 | Recordkeeping | $91,124 |
EYRING, LEVITT & DRANEY1 year Filed as: ERYING LEAVITT & DRANEY Service code 10 · EIN 26-1783184 | Accounting | $12,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,707 | $84,487+63.0% | $125,339+9.9% | $66,914+105.8% |
| Participation rate | 96.8% | 76.4%+20.4pp | 82.4%+14.5pp | 69.8%+27.0pp |
| Annual return | -9.68% | -8.39%-1.3pp | 572.05%-581.7pp | 1.58%-11.3pp |
| Employer contribution / active EE | $4,118 | $3,553+15.9% | $4,814-14.4% | $2,544+61.9% |
| Participant deferral / active EE | $12,184 | $6,781+79.7% | $7,446+63.6% | $4,237+187.6% |
| Admin fee / account holder | $90 | $685-86.9% | $10,010-99.1% | $593-84.8% |