See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SACKLOW & ACOX, CPAS, LLC5 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 | $218,907 | $60,776+260.2% | $85,682+155.5% | $79,386+175.7% |
| Participation rate | 99.3% | 62.1%+37.2pp | 69.9%+29.5pp | 70.7%+28.6pp |
| Annual return | 19.47% | 16.57%+2.9pp | 21.49%-2.0pp | 116.85%-97.4pp |
| Employer contribution / active EE | $4,885 | $1,663+193.7% | $2,618+86.6% | $2,427+101.2% |
| Participant deferral / active EE | $6,403 | $2,919+119.4% | $3,923+63.2% | $4,046+58.3% |
| Admin fee / account holder | $57 | $438-87.0% | $6,873-99.2% | $626-90.9% |