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, LLC6 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 | $186,727 | $63,442+194.3% | $68,791+171.4% | $66,914+179.1% |
| Participation rate | 98.6% | 60.0%+38.7pp | 69.0%+29.6pp | 69.8%+28.8pp |
| Annual return | -16.26% | -8.29%-8.0pp | -6.38%-9.9pp | 1.58%-17.8pp |
| Employer contribution / active EE | $4,980 | $1,775+180.6% | $2,655+87.5% | $2,544+95.7% |
| Participant deferral / active EE | $6,938 | $2,945+135.6% | $3,941+76.0% | $4,237+63.8% |
| Admin fee / account holder | $60 | $577-89.6% | $4,932-98.8% | $593-89.9% |