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 |
|---|---|---|
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $6,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
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 | $85,772 | $65,592+30.8% | $90,160-4.9% | $69,631+23.2% |
| Participation rate | 94.0% | 77.6%+16.4pp | 76.9%+17.2pp | 70.7%+23.4pp |
| Annual return | 18.58% | 57.10%-38.5pp | 34.88%-16.3pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $1,042 | $2,193-52.5% | $3,318-68.6% | $2,032-48.7% |
| Participant deferral / active EE | $4,659 | $5,257-11.4% | $5,288-11.9% | $3,224+44.5% |
| Admin fee / account holder | $28 | $86-67.5% | $5,943-99.5% | $110-74.8% |