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 |
|---|---|---|
HBK CPAS & CONSULTANTS1+ years Service code 10 · EIN 06-1084869 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,971 |
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 | $81,402 | $55,182+47.5% | $73,307+11.0% | $55,191+47.5% |
| Participation rate | 80.7% | 73.9%+6.7pp | 74.9%+5.8pp | 69.2%+11.5pp |
| Annual return | 1.05% | 8.55%-7.5pp | 5.67%-4.6pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,015 | $1,935-47.6% | $3,237-68.7% | $1,899-46.6% |
| Participant deferral / active EE | $4,190 | $4,641-9.7% | $4,991-16.0% | $3,046+37.6% |
| Admin fee / account holder | $33 | $68-52.2% | $5,637-99.4% | $91-63.9% |