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 |
|---|---|---|
SACKLOW & ACOX, CPAS, LLC3 years Service code 10 · EIN 83-0779411 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,710 | $47,922+239.5% | $75,886+114.4% | $65,185+149.6% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 21.99% | 24.12%-2.1pp | 30.76%-8.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $4,631 | $1,557+197.4% | $2,500+85.2% | $2,177+112.8% |
| Participant deferral / active EE | $5,738 | $2,550+125.0% | $3,603+59.3% | $3,514+63.3% |
| Admin fee / account holder | $60 | $532-88.7% | $5,418-98.9% | $847-92.9% |