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 | $94,951 |
EYRING, LEVITT & DRANEY1 year Filed as: ERYING LEAVITT AND DRANEY LLC Service code 10 · EIN 26-1783184 | Accounting | $13,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,574 | $91,407+83.3% | $135,903+23.3% | $71,457+134.5% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 14.03% | 29.90%-15.9pp | 68.23%-54.2pp | 28.85%-14.8pp |
| Employer contribution / active EE | $4,713 | $3,703+27.3% | $4,856-2.9% | $2,588+82.2% |
| Participant deferral / active EE | $13,675 | $7,092+92.8% | $7,758+76.3% | $4,289+218.8% |
| Admin fee / account holder | $102 | $1,266-91.9% | $10,762-99.0% | $1,587-93.5% |