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 HENDERSON4 years Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $7,000 |
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 | $110,479 | $78,781+40.2% | $100,516+9.9% | $73,409+50.5% |
| Participation rate | 95.2% | 80.0%+15.2pp | 79.4%+15.8pp | 72.2%+23.0pp |
| Annual return | 24.52% | 31.69%-7.2pp | 30.89%-6.4pp | 59.29%-34.8pp |
| Employer contribution / active EE | $1,341 | $2,420-44.6% | $3,418-60.8% | $2,234-40.0% |
| Participant deferral / active EE | $6,613 | $6,537+1.2% | $6,270+5.5% | $3,805+73.8% |
| Admin fee / account holder | $28 | $145-81.0% | $8,081-99.7% | $158-82.6% |