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 HENDERSON2 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $6,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,759 |
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 | $75,790 | $62,543+21.2% | $83,333-9.1% | $55,725+36.0% |
| Participation rate | 92.1% | 78.4%+13.8pp | 77.8%+14.4pp | 70.9%+21.3pp |
| Annual return | -4.66% | 14.85%-19.5pp | 10.63%-15.3pp | 244.93%-249.6pp |
| Employer contribution / active EE | $1,174 | $2,427-51.6% | $3,379-65.2% | $2,078-43.5% |
| Participant deferral / active EE | $4,995 | $5,682-12.1% | $5,565-10.2% | $3,356+48.9% |
| Admin fee / account holder | $27 | $103-74.2% | $7,510-99.6% | $115-76.9% |