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 |
|---|---|---|
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,000 |
TUGGLE DUGGINS1 year Filed as: TUGGLE DUGGINS P.A. Service code 29 · EIN 56-1079724 | Legal | $5,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,427 | $91,538-7.8% | $129,995-35.1% | $75,163+12.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.32% | -631.11%+653.4pp | -137.18%+159.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $5,101 | $2,845+79.3% | $4,320+18.1% | $2,670+91.1% |
| Participant deferral / active EE | $10,030 | $4,341+131.1% | $5,820+72.3% | $4,125+143.1% |
| Admin fee / account holder | $66 | $6,790-99.0% | $10,614-99.4% | $5,651-98.8% |